River Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

River Wealth Advisors LLC

$821 Million
Q3 2025

A detailed history of River Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 86,690 shares of IWM stock, worth $20.6 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

86,690

Previous 87,157 0.54%

Holding current value

$20.6 Million

Previous $18.8 Million 11.53%

% of portfolio

2.55%

Previous 2.42%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$214.92 - $244.84 $100,367 - $114,340	-467 Reduced 0.54%	86,690 $21 Million
Q2 2025 Aug 13, 2025	SELL	$174.82 - $215.79 $26.7 Million - $33 Million	-152,952 Reduced 63.7%	87,157 $18.8 Million
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $1.01 Million - $1.18 Million	5,115 Added 2.18%	240,109 $47.9 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $2.37 Million - $2.66 Million	10,974 Added 4.9%	234,994 $51.9 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $1.2 Million - $1.34 Million	5,978 Added 2.74%	224,020 $49.5 Million

Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $1.66 Million - $1.8 Million	8,588 Added 4.1%	218,042 $44.2 Million
Q1 2024 May 14, 2024	BUY	$189.48 - $210.3 $2.29 Million - $2.55 Million	12,112 Added 6.14%	209,454 $44 Million
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $2.84 Million - $3.58 Million	17,479 Added 9.72%	197,342 $39.6 Million
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $1.19 Million - $1.36 Million	6,832 Added 3.95%	179,863 $31.8 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $1.24 Million - $1.37 Million	7,268 Added 4.38%	173,031 $32.4 Million
Q1 2023 May 11, 2023	BUY	$170.25 - $198.32 $2.05 Million - $2.39 Million	12,031 Added 7.83%	165,763 $29.6 Million
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $2.78 Million - $3.14 Million	16,676 Added 12.17%	153,732 $26.8 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $2.37 Million - $2.9 Million	14,429 Added 11.77%	137,056 $22.6 Million
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $1.3 Million - $1.64 Million	7,907 Added 6.89%	122,627 $20.8 Million
Q1 2022 May 09, 2022	BUY	$191.52 - $225.32 $2.85 Million - $3.35 Million	14,860 Added 14.88%	114,720 $23.5 Million
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $2.44 Million - $2.79 Million	11,490 Added 13.0%	99,860 $22.2 Million
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $1.11 Million - $1.21 Million	5,241 Added 6.3%	88,370 $19.3 Million
Q2 2021 Aug 06, 2021	BUY	$211.85 - $232.89 $375,610 - $412,913	1,773 Added 2.18%	83,129 $19.1 Million
Q1 2021 May 11, 2021	BUY	$193.5 - $234.42 $929,187 - $1.13 Million	4,802 Added 6.27%	81,356 $18 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $646,765 - $846,345	4,250 Added 5.88%	76,554 $15 Million
Q3 2020 Nov 10, 2020	BUY	$139.07 - $158.46 $729,422 - $831,122	5,245 Added 7.82%	72,304 $10.8 Million
Q2 2020 Aug 11, 2020	BUY	$104.62 - $153.09 $933,315 - $1.37 Million	8,921 Added 15.34%	67,059 $9.6 Million
Q1 2020 May 05, 2020	BUY	$99.9 - $169.53 $5.45 Million - $9.25 Million	54,576 Added 1532.17%	58,138 $6.65 Million
Q4 2019 Feb 07, 2020	BUY	$146.46 - $166.68 $10,984 - $12,501	75 Added 2.15%	3,562 $590,000
Q3 2019 Oct 29, 2019	BUY	$144.85 - $157.9 $89,807 - $97,898	620 Added 21.63%	3,487 $528,000
Q2 2019 Jul 30, 2019	SELL	$145.86 - $160.71 $74,096 - $81,640	-508 Reduced 15.05%	2,867 $446,000
Q1 2019 May 07, 2019	SELL	$132.25 - $158.24 $21,689 - $25,951	-164 Reduced 4.63%	3,375 $517,000
Q4 2018 Jan 25, 2019	BUY	$125.88 - $166.33 $39,652 - $52,393	315 Added 9.77%	3,539 $474,000
Q3 2018 Nov 09, 2018	BUY	$164.2 - $173.02 $9,195 - $9,689	56 Added 1.77%	3,224 $543,000
Q1 2018 May 02, 2018	BUY	$145.44 - $159.96 $54,976 - $60,464	378 Added 13.55%	3,168 $481,000
Q4 2017 Feb 09, 2018	SELL	$145.63 - $154.3 $16,747 - $17,744	-115 Reduced 3.96%	2,790 $425,000
Q3 2017 Nov 06, 2017	BUY	$144.61 - $148.18 $420,092 - $430,462	2,905	2,905 $430,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Account

River Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History