Peterson Wealth Management Ishares Russell 2000 ETF Transaction History

Peterson Wealth Management

  • $141 Million
  • Q3 2025

A detailed history of Peterson Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Peterson Wealth Management holds 1,102 shares of IWM stock, worth $261,702. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,102
Previous 1,099 0.27%
Holding current value
$261,702
Previous $237,000 12.24%
% of portfolio
0.19%
Previous 0.14%

Shares

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

Dec 17, 2025
BUY
$214.92 - $244.84 $644 - $734
3 Added 0.27%
1,102 $266,000
Q2 2025

Oct 15, 2025
BUY
$174.82 - $215.79 $192,127 - $237,153
1,099 New
1,099 $237,000
Q1 2022

Apr 26, 2022
SELL
$191.52 - $225.32 $585,285 - $688,577
-3,056 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$212.12 - $242.56 $23,969 - $27,409
113 Added 3.84%
3,056 $680,000
Q3 2021

Nov 12, 2021
BUY
$211.73 - $231.39 $50,603 - $55,302
239 Added 8.84%
2,943 $644,000
Q2 2021

Aug 03, 2021
BUY
$211.85 - $232.89 $572,842 - $629,734
2,704 New
2,704 $620,000

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
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