Fiduciary Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Fiduciary Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 958 shares of IWM stock, worth $227,505. This represents 0.1% of its overall portfolio holdings.

Number of Shares
958
Previous 530 80.75%
Holding current value
$227,505
Previous $114 Million 102.75%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$214.92 - $244.84 $91,985 - $104,791
428 Added 80.75%
958 $232 Million
Q2 2025

Jul 31, 2025
BUY
$174.82 - $215.79 $92,654 - $114,368
530 New
530 $114 Million

Others Institutions Holding IWM

# of Institutions
3,048
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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