Sax Wealth Advisors, LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 926 shares of IWO stock, worth $289,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
926
Previous 1,327 30.22%
Holding current value
$289,023
Previous $424,000 31.84%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 12, 2026
SELL
$310.75 - $335.0 $124,610 - $134,335
-401 Reduced 30.22%
926 $289,000
Q3 2025

Oct 20, 2025
BUY
$284.45 - $324.95 $284 - $324
1 Added 0.08%
1,327 $424,000
Q2 2025

Jul 23, 2025
BUY
$224.16 - $285.86 $10,535 - $13,435
47 Added 3.67%
1,326 $379,000
Q1 2025

May 14, 2025
BUY
$254.58 - $302.92 $325,607 - $387,434
1,279 New
1,279 $326,000

Others Institutions Holding IWO

# of Institutions
1,156
Shares Held
32.9M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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