Stone Point Wealth LLC Ishares Russell 2000 ETF Transaction History

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,251 shares of IWM stock, worth $534,567. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,251
Previous 2,277 1.14%
Holding current value
$534,567
Previous $491,000 10.79%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 22, 2025
SELL
$214.92 - $244.84 $5,587 - $6,365
-26 Reduced 1.14%
2,251 $544,000
Q1 2025

Apr 24, 2025
SELL
$198.1 - $229.79 $4,358 - $5,055
-22 Reduced 0.96%
2,277 $454,000
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.04%
2,299 $466,000
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $153,216 - $180,256
800 Added 53.4%
2,298 $477,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $317,755 - $363,354
1,498 New
1,498 $333,000

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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