A detailed history of New England Capital Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 452 shares of IWM stock, worth $100,972. This represents 0.05% of its overall portfolio holdings.

Number of Shares
452
Previous 450 0.44%
Holding current value
$100,972
Previous $91.3 Million 9.24%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$200.87 - $224.6 $401 - $449
2 Added 0.44%
452 $99.8 Million
Q2 2024

Jul 29, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.22%
450 $91.3 Million
Q1 2024

May 02, 2024

BUY
$189.48 - $210.3 $189 - $210
1 Added 0.22%
449 $94.4 Million
Q4 2023

Feb 01, 2024

BUY
$162.21 - $204.82 $648 - $819
4 Added 0.9%
448 $89.9 Million
Q2 2023

Aug 02, 2023

BUY
$170.4 - $187.93 $170 - $187
1 Added 0.23%
444 $83.1 Million
Q1 2023

May 04, 2023

BUY
$170.25 - $198.32 $340 - $396
2 Added 0.45%
443 $79 Million
Q4 2022

Feb 03, 2023

BUY
$166.81 - $188.05 $73,563 - $82,930
441 New
441 $81.6 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track New England Capital Financial Advisors LLC Portfolio

Follow New England Capital 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.