A detailed history of Gutierrez Wealth Advisory, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 1,325 shares of IWO stock, worth $413,559. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,325
Previous 1,323 0.15%
Holding current value
$413,559
Previous $378 Million 12.08%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Nov 12, 2025

BUY
$284.45 - $324.95 $568 - $649
2 Added 0.15%
1,325 $424 Million
Q2 2025

Jul 22, 2025

SELL
$224.16 - $285.86 $17,708 - $22,582
-79 Reduced 5.63%
1,323 $378 Million
Q1 2025

Apr 28, 2025

BUY
$254.58 - $302.92 $7,382 - $8,784
29 Added 2.11%
1,402 $358 Million
Q4 2024

Feb 11, 2025

BUY
$278.19 - $315.36 $381,954 - $432,989
1,373 New
1,373 $395 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Gutierrez Wealth Advisory, LLC Portfolio

Follow Gutierrez Wealth Advisory, 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 Gutierrez Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gutierrez Wealth Advisory, LLC with notifications on news.