Forza Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,732 shares of IWM stock, worth $648,795. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,732
Previous 2,732 -0.0%
Holding current value
$648,795
Previous $590 Million 12.13%
% of portfolio
0.25%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
BUY
$162.21 - $204.82 $233,582 - $294,940
1,440 Added 111.46%
2,732 $548 Million
Q2 2023

Jul 25, 2023
BUY
$170.4 - $187.93 $4,600 - $5,074
27 Added 2.13%
1,292 $242 Million
Q1 2023

May 03, 2023
BUY
$170.25 - $198.32 $215,366 - $250,874
1,265 New
1,265 $226 Million

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email