Wealth Plan Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,956 shares of IWM stock, worth $2.36 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,956

Previous 20,533 51.51%

Holding current value

$2.36 Million

Previous $4.43 Million 45.64%

% of portfolio

0.17%

Previous 0.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$214.92 - $244.84 $2.27 Million - $2.59 Million	-10,577 Reduced 51.51%	9,956 $2.41 Million
Q2 2025 Jul 28, 2025	SELL	$174.82 - $215.79 $444,742 - $548,969	-2,544 Reduced 11.02%	20,533 $4.43 Million
Q1 2025 May 09, 2025	BUY	$198.1 - $229.79 $2 Million - $2.32 Million	10,082 Added 77.58%	23,077 $4.6 Million
Q4 2024 Jan 30, 2025	SELL	$216.13 - $242.4 $1.86 Million - $2.09 Million	-8,618 Reduced 39.87%	12,995 $2.87 Million
Q3 2024 Nov 05, 2024	BUY	$200.87 - $224.6 $4.34 Million - $4.85 Million	21,613 New	21,613 $4.77 Million

Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $181,512 - $229,193	1,119 New	1,119 $224,000
Q1 2023 May 08, 2023	SELL	$170.25 - $198.32 $235,796 - $274,673	-1,385 Reduced 72.93%	514 $91,000
Q4 2022 Feb 15, 2023	BUY	$166.81 - $188.05 $90,744 - $102,299	544 Added 40.15%	1,899 $331,000
Q3 2022 Dec 12, 2022	SELL	$164.17 - $201.07 $1.06 Million - $1.3 Million	-6,484 Reduced 82.71%	1,355 $243,000
Q1 2022 Sep 07, 2022	BUY	$191.52 - $225.32 $1.5 Million - $1.77 Million	7,839 New	7,839 $1.45 Million

Others Institutions Holding IWM

# of Institutions

3,025

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Wealth Plan Investment Management, LLC Ishares Russell 2000 ETF Transaction History