Rockwood Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Rockwood Wealth Management, LLC

  • $1.34 Trillion
  • Q4 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,695 shares of IWM stock, worth $402,528. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,695
Previous 1,765 3.97%
Holding current value
$402,528
Previous $427 Million 2.3%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$236.79 - $250.33 $16,575 - $17,523
-70 Reduced 3.97%
1,695 $417 Million
Q3 2025

Oct 10, 2025
BUY
$214.92 - $244.84 $29,658 - $33,787
138 Added 8.48%
1,765 $427 Million
Q4 2024

Jan 21, 2025
SELL
$216.13 - $242.4 $16,858 - $18,907
-78 Reduced 4.57%
1,627 $359 Million
Q3 2024

Oct 16, 2024
BUY
$200.87 - $224.6 $4,419 - $4,941
22 Added 1.31%
1,705 $377 Million
Q2 2024

Jul 26, 2024
BUY
$192.84 - $209.44 $27,576 - $29,949
143 Added 9.29%
1,683 $341 Million
Q4 2023

Jan 17, 2024
SELL
$162.21 - $204.82 $120,846 - $152,590
-745 Reduced 32.6%
1,540 $309 Million
Q3 2023

Oct 10, 2023
SELL
$174.36 - $198.71 $80,205 - $91,406
-460 Reduced 16.76%
2,285 $404 Million
Q2 2023

Jul 20, 2023
BUY
$170.4 - $187.93 $166,480 - $183,607
977 Added 55.26%
2,745 $514 Million
Q1 2023

Jul 20, 2023
BUY
$170.25 - $198.32 $301,002 - $350,629
1,768 New
1,768 $315 Million
Q3 2022

Jul 20, 2023
SELL
$164.17 - $201.07 $260,537 - $319,098
-1,587 Closed
0 $0
Q2 2022

Jul 20, 2023
SELL
$163.9 - $207.91 $130,300 - $165,288
-795 Reduced 33.38%
1,587 $269 Million
Q1 2022

Jul 20, 2023
BUY
$191.52 - $225.32 $242,847 - $285,705
1,268 Added 113.82%
2,382 $489 Million
Q4 2021

Jul 20, 2023
BUY
$212.12 - $242.56 $236,301 - $270,211
1,114 New
1,114 $248 Million

Others Institutions Holding IWM

# of Institutions
3,057
Shares Held
285M
Call Options Held
194M
Put Options Held
486M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, 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 Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email