A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,277 shares of IWM stock, worth $1.02 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
4,277
Previous 6,171 30.69%
Holding current value
$1.02 Million
Previous $1.33 Million 22.31%
% of portfolio
0.55%
Previous 0.77%

Shares

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

Nov 13, 2025

SELL
$214.92 - $244.84 $407,058 - $463,726
-1,894 Reduced 30.69%
4,277 $1.03 Million
Q2 2025

Aug 11, 2025

BUY
$174.82 - $215.79 $831,443 - $1.03 Million
4,756 Added 336.11%
6,171 $1.33 Million
Q1 2025

May 05, 2025

BUY
$198.1 - $229.79 $280,311 - $325,152
1,415 New
1,415 $282,000
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $523 - $596
-3 Reduced 0.62%
480 $84,000
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $34,080 - $37,586
-200 Reduced 29.28%
483 $90,000
Q1 2023

May 15, 2023

SELL
$170.25 - $198.32 $11,577 - $13,485
-68 Reduced 9.05%
683 $121,000
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $125,274 - $141,225
751 New
751 $130,000
Q2 2022

Aug 15, 2022

SELL
$163.9 - $207.91 $70,968 - $90,025
-433 Reduced 2.96%
14,204 $2.41 Million
Q1 2022

May 16, 2022

SELL
$191.52 - $225.32 $1.29 Million - $1.52 Million
-6,758 Reduced 31.59%
14,637 $3 Million
Q4 2021

May 16, 2022

BUY
$212.12 - $242.56 $4.54 Million - $5.19 Million
21,395 New
21,395 $4.76 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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