Sfg Wealth Management, Llc. Ishares Russell 2000 ETF Transaction History

Sfg Wealth Management, Llc.

$211 Million
Q3 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,414 shares of IWM stock, worth $573,276. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,414

Previous 1,923 25.53%

Holding current value

$573,276

Previous $414,000 41.06%

% of portfolio

0.28%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$214.92 - $244.84 $105,525 - $120,216	491 Added 25.53%	2,414 $584,000
Q2 2025 Jul 28, 2025	SELL	$174.82 - $215.79 $20,104 - $24,815	-115 Reduced 5.64%	1,923 $414,000
Q1 2025 Apr 23, 2025	BUY	$198.1 - $229.79 $8,914 - $10,340	45 Added 2.26%	2,038 $406,000
Q4 2024 Jan 16, 2025	BUY	$216.13 - $242.4 $20,748 - $23,270	96 Added 5.06%	1,993 $440,000
Q3 2024 Oct 31, 2024	SELL	$200.87 - $224.6 $54,435 - $60,866	-271 Reduced 12.5%	1,897 $419,000

Q2 2024 Jul 19, 2024	SELL	$192.84 - $209.44 $17,934 - $19,477	-93 Reduced 4.11%	2,168 $439,000
Q1 2024 Apr 26, 2024	SELL	$189.48 - $210.3 $38,843 - $43,111	-205 Reduced 8.31%	2,261 $475,000
Q4 2023 Jan 19, 2024	BUY	$162.21 - $204.82 $38,768 - $48,951	239 Added 10.73%	2,466 $494,000
Q3 2023 Oct 19, 2023	SELL	$174.36 - $198.71 $6,276 - $7,153	-36 Reduced 1.59%	2,227 $393,000
Q2 2023 Jul 14, 2023	SELL	$170.4 - $187.93 $29,990 - $33,075	-176 Reduced 7.22%	2,263 $423,000
Q1 2023 Apr 11, 2023	SELL	$170.25 - $198.32 $33,879 - $39,465	-199 Reduced 7.54%	2,439 $435,000
Q4 2022 Jan 31, 2023	SELL	$166.81 - $188.05 $6,505 - $7,333	-39 Reduced 1.46%	2,638 $459,000
Q3 2022 Oct 12, 2022	SELL	$164.17 - $201.07 $10,835 - $13,270	-66 Reduced 2.41%	2,677 $441,000
Q2 2022 Jul 13, 2022	BUY	$163.9 - $207.91 $18,848 - $23,909	115 Added 4.38%	2,743 $465,000
Q1 2022 Apr 22, 2022	SELL	$191.52 - $225.32 $26,812 - $31,544	-140 Reduced 5.06%	2,628 $540,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $587,148 - $671,406	2,768 New	2,768 $616,000

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

Ticker IWM
Sector ETFs
Industry ETFs

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Sfg Wealth Management, Llc. Ishares Russell 2000 ETF Transaction History