Forum Financial Management, LP Russell Micro Cap ETF Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,635 shares of IWC stock, worth $242,732. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,605 1.87%
Holding current value
$242,732
Previous $204,000 19.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2025
BUY
$127.86 - $151.39 $3,835 - $4,541
30 Added 1.87%
1,635 $243,000
Q2 2025

Jul 30, 2025
BUY
$97.43 - $127.66 $156,375 - $204,894
1,605 New
1,605 $204,000
Q4 2024

Feb 13, 2025
BUY
$120.3 - $138.84 $190,675 - $220,061
1,585 New
1,585 $206,000
Q2 2023

Jul 26, 2023
BUY
$99.62 - $112.59 $252,437 - $285,303
2,534 New
2,534 $276,000

Others Institutions Holding IWC

# of Institutions
259
Shares Held
4.24M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

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