Fonville Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Fonville Wealth Management LLC

$444 Billion
Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 6,696 shares of IWM stock, worth $1.59 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,696

Previous 6,944 3.57%

Holding current value

$1.59 Million

Previous $1.5 Billion 8.13%

% of portfolio

0.36%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$214.92 - $244.84 $53,300 - $60,720	-248 Reduced 3.57%	6,696 $1.62 Billion
Q2 2025 Aug 07, 2025	SELL	$174.82 - $215.79 $39,159 - $48,336	-224 Reduced 3.13%	6,944 $1.5 Billion
Q1 2025 Apr 30, 2025	BUY	$198.1 - $229.79 $19,810 - $22,979	100 Added 1.41%	7,168 $1.41 Billion
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $26,800 - $30,057	-124 Reduced 1.72%	7,068 $1.56 Billion
Q3 2024 Oct 28, 2024	BUY	$200.87 - $224.6 $72,514 - $81,080	361 Added 5.28%	7,192 $1.59 Billion

Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $11,570 - $12,566	-60 Reduced 0.87%	6,831 $1.39 Billion
Q1 2024 Apr 26, 2024	BUY	$189.48 - $210.3 $29,748 - $33,017	157 Added 2.33%	6,891 $1.45 Billion
Q4 2023 Jan 31, 2024	BUY	$162.21 - $204.82 $1.09 Million - $1.38 Million	6,734 New	6,734 $1.35 Billion

Others Institutions Holding IWM

# of Institutions

3,023

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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Fonville Wealth Management LLC Ishares Russell 2000 ETF Transaction History