Jacksonville Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jacksonville Wealth Management, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Jacksonville Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 21,448 shares of IWM stock, worth $5.09 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
21,448
Previous 19,457 10.23%
Holding current value
$5.09 Million
Previous $4.2 Billion 23.6%
% of portfolio
3.81%
Previous 3.38%

Shares

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

Nov 04, 2025
BUY
$214.92 - $244.84 $427,905 - $487,476
1,991 Added 10.23%
21,448 $5.19 Billion
Q2 2025

Aug 08, 2025
BUY
$174.82 - $215.79 $267,824 - $330,590
1,532 Added 8.55%
19,457 $4.2 Billion
Q1 2025

Apr 16, 2025
BUY
$198.1 - $229.79 $140,056 - $162,461
707 Added 4.11%
17,925 $3.58 Billion
Q4 2024

Jan 21, 2025
BUY
$216.13 - $242.4 $3.72 Million - $4.17 Million
17,218 New
17,218 $3.8 Billion

Others Institutions Holding IWM

# of Institutions
3,021
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
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