Morling Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 475 shares of IWM stock, worth $112,803. This represents 0.04% of its overall portfolio holdings.

Number of Shares
475
Previous 547 13.16%
Holding current value
$112,803
Previous $118,000 3.39%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 04, 2025
SELL
$214.92 - $244.84 $15,474 - $17,628
-72 Reduced 13.16%
475 $114,000
Q2 2025

Aug 11, 2025
SELL
$174.82 - $215.79 $98,773 - $121,921
-565 Reduced 50.81%
547 $118,000
Q1 2025

May 06, 2025
BUY
$198.1 - $229.79 $126,189 - $146,376
637 Added 134.11%
1,112 $221,000
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $33,932 - $38,056
157 Added 49.37%
475 $104,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $8,292 - $9,005
43 Added 15.64%
318 $64,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $58,333 - $66,704
275 New
275 $61,000

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 Morling Financial Advisors, LLC Portfolio

Follow Morling Financial Advisors, 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 Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email