New England Capital Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

New England Capital Financial Advisors LLC

$235 Billion
Q3 2025

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 20 shares of IWM stock, worth $4,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 -0.0%

Holding current value

$4,749

Previous $4.32 Million 12.14%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$174.82 - $215.79 $3,496 - $4,315	20 New	20 $4.32 Million
Q4 2024 Feb 03, 2025	BUY	$216.13 - $242.4 $216 - $242	1 Added 0.22%	453 $100 Million
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

# of Institutions

3,022

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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New England Capital Financial Advisors LLC Ishares Russell 2000 ETF Transaction History