Journey Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Journey Advisory Group, LLC

$1.31 Billion
Q3 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 2,136 shares of IWM stock, worth $507,257. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,136

Previous 1,136 88.03%

Holding current value

$507,257

Previous $245,000 110.61%

% of portfolio

0.04%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$214.92 - $244.84 $214,920 - $244,840	1,000 Added 88.03%	2,136 $516,000
Q2 2025 Jul 30, 2025	BUY	$174.82 - $215.79 $2,272 - $2,805	13 Added 1.16%	1,136 $245,000
Q1 2025 May 13, 2025	BUY	$198.1 - $229.79 $11,489 - $13,327	58 Added 5.45%	1,123 $224,000
Q3 2024 Nov 12, 2024	SELL	$200.87 - $224.6 $10,445 - $11,679	-52 Reduced 4.66%	1,065 $235,000
Q2 2024 Aug 02, 2024	SELL	$192.84 - $209.44 $38,568 - $41,888	-200 Reduced 15.19%	1,117 $226,000

Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $213,630 - $269,747	1,317 New	1,317 $264,000
Q2 2023 Aug 09, 2023	SELL	$170.4 - $187.93 $6,134 - $6,765	-36 Reduced 2.96%	1,182 $221,000
Q1 2023 May 04, 2023	SELL	$170.25 - $198.32 $170 - $198	-1 Reduced 0.08%	1,218 $217,000
Q4 2022 Feb 07, 2023	SELL	$166.81 - $188.05 $220,022 - $248,037	-1,319 Reduced 51.97%	1,219 $212,000
Q3 2022 Nov 09, 2022	BUY	$164.17 - $201.07 $38,908 - $47,653	237 Added 10.3%	2,538 $419,000
Q2 2022 Aug 02, 2022	BUY	$163.9 - $207.91 $55,398 - $70,273	338 Added 17.22%	2,301 $431,000
Q1 2022 May 13, 2022	SELL	$191.52 - $225.32 $12,448 - $14,645	-65 Reduced 3.21%	1,963 $403,000
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $5,293 - $5,784	-25 Reduced 1.22%	2,028 $444,000
Q4 2020 Jan 19, 2021	BUY	$152.18 - $199.14 $312,425 - $408,834	2,053 New	2,053 $403,000

Others Institutions Holding IWM

# of Institutions

3,023

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Journey Advisory Group, LLC Ishares Russell 2000 ETF Transaction History