Steward Partners Investment Advisory, LLC Russell Micro Cap ETF Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,733 shares of IWC stock, worth $218,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,733

Previous 97 1686.6%

Holding current value

$218,496

Previous $11,000 1945.45%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$120.3 - $138.84 $196,810 - $227,142	1,636 Added 1686.6%	1,733 $225,000
Q3 2024 Nov 14, 2024	BUY	$112.21 - $129.46 $10,884 - $12,557	97 New	97 $11,000
Q3 2023 Nov 13, 2023	BUY	$99.15 - $115.3 $297 - $345	3 New	3 $0
Q3 2022 Nov 10, 2022	BUY	$101.64 - $126.54 $33,236 - $41,378	327 Added 305.61%	434 $45,000
Q2 2022 Aug 04, 2022	BUY	$103.11 - $130.99 $11,032 - $14,015	107 New	107 $11,000
Q3 2021 Nov 12, 2021	SELL	$136.87 - $153.98 $958 - $1,077	-7 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$136.95 - $157.3 $958 - $1,101	7 New	7 $1,000
Q1 2021 May 14, 2021	SELL	$117.96 - $158.51 $2,949 - $3,962	-25 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$91.79 - $121.66 $458 - $608	5 Added 25.0%	25 $3,000
Q3 2020 Oct 30, 2020	BUY	$83.76 - $96.86 $1,675 - $1,937	20 New	20 $2,000

Others Institutions Holding IWC

# of Institutions

255

Shares Held

4.24M

Call Options Held

12.4K

Put Options Held

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

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Steward Partners Investment Advisory, LLC Russell Micro Cap ETF Transaction History