Johnson & White Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 3,537 shares of IWM stock, worth $839,966. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,537
Previous 3,504 0.94%
Holding current value
$839,966
Previous $756,000 13.1%
% of portfolio
0.42%
Previous 0.38%

Shares

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

Oct 15, 2025
BUY
$214.92 - $244.84 $7,092 - $8,079
33 Added 0.94%
3,537 $855,000
Q2 2025

Jul 17, 2025
BUY
$174.82 - $215.79 $12,936 - $15,968
74 Added 2.16%
3,504 $756,000
Q1 2025

Apr 10, 2025
BUY
$198.1 - $229.79 $8,518 - $9,880
43 Added 1.27%
3,430 $684,000
Q4 2024

Jan 13, 2025
BUY
$216.13 - $242.4 $732,032 - $821,008
3,387 New
3,387 $749,000
Q1 2024

Apr 10, 2024
BUY
$189.48 - $210.3 $79,771 - $88,536
421 Added 15.43%
3,149 $662,000
Q4 2023

Jan 17, 2024
BUY
$162.21 - $204.82 $36,497 - $46,084
225 Added 8.99%
2,728 $548,000
Q3 2023

Oct 12, 2023
BUY
$174.36 - $198.71 $436,423 - $497,371
2,503 New
2,503 $442,000
Q1 2023

Apr 17, 2023
SELL
$170.25 - $198.32 $3.91 Million - $4.55 Million
-22,942 Reduced 89.6%
2,662 $475,000
Q4 2022

Jan 18, 2023
BUY
$166.81 - $188.05 $3.79 Million - $4.27 Million
22,730 Added 790.88%
25,604 $815,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $471,824 - $577,875
2,874 New
2,874 $474,000

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
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email