Financial Perspectives, Inc Ishares Russell 2000 ETF Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,125 shares of IWM stock, worth $979,605. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,125

Previous 3,884 6.2%

Holding current value

$979,605

Previous $838 Million 19.1%

% of portfolio

0.28%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$214.92 - $244.84 $51,795 - $59,006	241 Added 6.2%	4,125 $998 Million
Q2 2025 Jul 29, 2025	BUY	$174.82 - $215.79 $122,898 - $151,700	703 Added 22.1%	3,884 $838 Million
Q1 2025 Apr 18, 2025	BUY	$198.1 - $229.79 $66,957 - $77,669	338 Added 11.89%	3,181 $635 Million
Q4 2024 Jan 31, 2025	BUY	$216.13 - $242.4 $67,432 - $75,628	312 Added 12.33%	2,843 $628 Million
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $31,938 - $35,711	159 Added 6.7%	2,531 $559 Million

Q2 2024 Aug 09, 2024	BUY	$192.84 - $209.44 $42,810 - $46,495	222 Added 10.33%	2,372 $481 Million
Q1 2024 Apr 19, 2024	BUY	$189.48 - $210.3 $28,043 - $31,124	148 Added 7.39%	2,150 $452 Million
Q4 2023 Feb 01, 2024	BUY	$162.21 - $204.82 $72,832 - $91,964	449 Added 28.91%	2,002 $402 Million
Q3 2023 Jan 09, 2024	BUY	$174.36 - $198.71 $23,887 - $27,223	137 Added 9.68%	1,553 $274 Million
Q2 2023 Jan 09, 2024	BUY	$170.4 - $187.93 $122,858 - $135,497	721 Added 103.74%	1,416 $265 Million
Q1 2023 Jan 09, 2024	BUY	$170.25 - $198.32 $71,505 - $83,294	420 Added 152.73%	695 $124 Million
Q4 2022 Jan 09, 2024	BUY	$166.81 - $188.05 $45,872 - $51,713	275 New	275 $47.9 Million

Others Institutions Holding IWM

# of Institutions

3,021

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Financial Perspectives, Inc Ishares Russell 2000 ETF Transaction History