Second Half Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Second Half Financial Partners, LLC

$138 Million
Q3 2025

A detailed history of Second Half Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 14,000 shares of IWM stock, worth $3.32 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

14,000

Previous 14,023 0.16%

Holding current value

$3.32 Million

Previous $3.03 Million 11.93%

% of portfolio

2.46%

Previous 2.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$214.92 - $244.84 $4,943 - $5,631	-23 Reduced 0.16%	14,000 $3.39 Million
Q2 2025 Jul 25, 2025	BUY	$174.82 - $215.79 $277,264 - $342,242	1,586 Added 12.75%	14,023 $3.03 Million
Q1 2025 May 07, 2025	BUY	$198.1 - $229.79 $225,635 - $261,730	1,139 Added 10.08%	12,437 $2.48 Million
Q4 2024 Feb 14, 2025	SELL	$216.13 - $242.4 $108,281 - $121,442	-501 Reduced 4.25%	11,298 $2.5 Million
Q3 2024 Nov 08, 2024	BUY	$200.87 - $224.6 $2.37 Million - $2.65 Million	11,799 New	11,799 $2.61 Million

Q1 2022 Sep 20, 2022	BUY	$191.52 - $225.32 $636,804 - $749,189	3,325 New	3,325 $735,000

Others Institutions Holding IWM

# of Institutions

3,025

Shares Held

284M

Call Options Held

216M

Put Options Held

517M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Second Half Financial Partners, LLC Ishares Russell 2000 ETF Transaction History