Saxony Capital Management, LLC Ishares Russell 2000 ETF Transaction History

Saxony Capital Management, LLC

  • $145 Million
  • Q4 2025

A detailed history of Saxony Capital Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Saxony Capital Management, LLC holds 3,308 shares of IWM stock, worth $785,583. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,308
Previous 3,916 15.53%
Holding current value
$785,583
Previous $947,000 17.11%
% of portfolio
0.54%
Previous 0.67%

Shares

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

Jan 15, 2026
SELL
$236.79 - $250.33 $143,968 - $152,200
-608 Reduced 15.53%
3,308 $785,000
Q3 2025

Oct 21, 2025
SELL
$214.92 - $244.84 $239,635 - $272,996
-1,115 Reduced 22.16%
3,916 $947,000
Q2 2025

Aug 04, 2025
BUY
$174.82 - $215.79 $879,519 - $1.09 Million
5,031 New
5,031 $1.09 Million
Q4 2023

Jan 29, 2024
BUY
$162.21 - $204.82 $1.02 Million - $1.28 Million
6,267 New
6,267 $1.26 Billion

Others Institutions Holding IWM

# of Institutions
3,057
Shares Held
282M
Call Options Held
196M
Put Options Held
483M
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 Saxony Capital Management, LLC Portfolio

Follow Saxony Capital 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 Saxony Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Saxony Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email