Shakespeare Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,036 shares of IWM stock, worth $246,029. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,036
Holding current value
$246,029
% of portfolio
0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$214.92 - $244.84 $222,657 - $253,654
1,036 New
1,036 $250,000
Q3 2024

Nov 14, 2024
SELL
$200.87 - $224.6 $5,423 - $6,064
-27 Reduced 2.54%
1,038 $229,000
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $205,374 - $223,053
1,065 New
1,065 $216,000

Others Institutions Holding IWM

# of Institutions
3,040
Shares Held
284M
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
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