Sax Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,241 shares of IWM stock, worth $532,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,241
Previous 2,081 7.69%
Holding current value
$532,192
Previous $503,000 5.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 12, 2026
BUY
$236.79 - $250.33 $37,886 - $40,052
160 Added 7.69%
2,241 $532,000
Q3 2025

Oct 20, 2025
SELL
$214.92 - $244.84 $24,715 - $28,156
-115 Reduced 5.24%
2,081 $503,000
Q2 2025

Jul 23, 2025
SELL
$174.82 - $215.79 $90,731 - $111,995
-519 Reduced 19.12%
2,196 $473,000
Q1 2025

May 14, 2025
BUY
$198.1 - $229.79 $65,769 - $76,290
332 Added 13.93%
2,715 $541,000
Q4 2024

Jan 15, 2025
SELL
$216.13 - $242.4 $15,345 - $17,210
-71 Reduced 2.89%
2,383 $526,000
Q3 2024

Oct 17, 2024
BUY
$200.87 - $224.6 $166,320 - $185,968
828 Added 50.92%
2,454 $542,000
Q2 2024

Jul 12, 2024
BUY
$192.84 - $209.44 $37,025 - $40,212
192 Added 13.39%
1,626 $329,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $3,221 - $3,575
17 Added 1.2%
1,434 $301,000
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $811 - $1,024
5 Added 0.35%
1,417 $284,000
Q3 2023

Nov 07, 2023
BUY
$174.36 - $198.71 $246,196 - $280,578
1,412 New
1,412 $249,000
Q4 2022

Feb 06, 2023
BUY
$166.81 - $188.05 $192,665 - $217,197
1,155 New
1,155 $201,000
Q2 2021

Aug 12, 2021
SELL
$211.85 - $232.89 $1.08 Million - $1.19 Million
-5,105 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$193.5 - $234.42 $987,817 - $1.2 Million
5,105 New
5,105 $1.13 Million

Others Institutions Holding IWM

# of Institutions
3,033
Shares Held
284M
Call Options Held
196M
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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