Holistic Planning, LLC Ishares Russell 2000 Gwt ETF Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,105 shares of IWO stock, worth $344,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,105
Previous 1,128 2.04%
Holding current value
$344,892
Previous $323 Million 9.69%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 04, 2025
SELL
$284.45 - $324.95 $6,542 - $7,473
-23 Reduced 2.04%
1,105 $354 Million
Q2 2025

Jul 28, 2025
BUY
$224.16 - $285.86 $38,331 - $48,882
171 Added 17.87%
1,128 $323 Million
Q4 2024

Jan 24, 2025
BUY
$278.19 - $315.36 $266,227 - $301,799
957 New
957 $275 Million

Others Institutions Holding IWO

# of Institutions
1,150
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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