A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 824 shares of IWO stock, worth $257,186. This represents 0.11% of its overall portfolio holdings.

Number of Shares
824
Previous 944 12.71%
Holding current value
$257,186
Previous $269,000 2.23%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 03, 2025

SELL
$284.45 - $324.95 $34,134 - $38,994
-120 Reduced 12.71%
824 $263,000
Q2 2025

Jul 28, 2025

BUY
$224.16 - $285.86 $211,607 - $269,851
944 New
944 $269,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.