A detailed history of Frederick Financial Consultants, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 11,164 shares of IWM stock, worth $2.65 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
11,164
Previous 10,239 9.03%
Holding current value
$2.65 Million
Previous $2.21 Billion 22.26%
% of portfolio
1.52%
Previous 1.37%

Shares

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

Nov 14, 2025

BUY
$214.92 - $244.84 $198,801 - $226,477
925 Added 9.03%
11,164 $2.7 Billion
Q2 2025

Aug 04, 2025

BUY
$174.82 - $215.79 $280,760 - $346,558
1,606 Added 18.6%
10,239 $2.21 Billion
Q1 2025

May 02, 2025

BUY
$198.1 - $229.79 $236,531 - $274,369
1,194 Added 16.05%
8,633 $1.72 Billion
Q4 2024

Feb 13, 2025

BUY
$216.13 - $242.4 $1.61 Million - $1.8 Million
7,439 New
7,439 $1.64 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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