Switch Point Financial Planning, LLC Ishares Russell 2000 ETF Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 964 shares of IWM stock, worth $228,930. This represents 0.17% of its overall portfolio holdings.

Number of Shares
964
Previous 949 1.58%
Holding current value
$228,930
Previous $205 Million 13.9%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 13, 2025
BUY
$214.92 - $244.84 $3,223 - $3,672
15 Added 1.58%
964 $233 Million
Q2 2025

Aug 01, 2025
BUY
$174.82 - $215.79 $165,904 - $204,784
949 New
949 $205 Million

Others Institutions Holding IWM

# of Institutions
3,022
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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