West Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 498 shares of IWM stock, worth $118,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
498
Previous 510 2.35%
Holding current value
$118,265
Previous $123,000 4.07%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$236.79 - $250.33 $2,841 - $3,003
-12 Reduced 2.35%
498 $118,000
Q3 2025

Oct 14, 2025
SELL
$214.92 - $244.84 $2,364 - $2,693
-11 Reduced 2.11%
510 $123,000
Q2 2025

Jul 21, 2025
SELL
$174.82 - $215.79 $40,383 - $49,847
-231 Reduced 30.72%
521 $112,000
Q1 2025

Apr 09, 2025
SELL
$198.1 - $229.79 $10,499 - $12,178
-53 Reduced 6.58%
752 $150,000
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $38,903 - $43,632
180 Added 28.8%
805 $177,000
Q3 2024

Oct 08, 2024
BUY
$200.87 - $224.6 $104,452 - $116,792
520 Added 495.24%
625 $138,000
Q2 2024

Jul 15, 2024
BUY
$192.84 - $209.44 $20,248 - $21,991
105 New
105 $21,000
Q2 2023

Jul 07, 2023
BUY
$170.4 - $187.93 $4,771 - $5,262
28 Added 6.9%
434 $81,000
Q1 2023

Apr 18, 2023
BUY
$170.25 - $198.32 $10,725 - $12,494
63 Added 18.37%
406 $72,000
Q3 2021

Oct 13, 2021
BUY
$211.73 - $231.39 $2,117 - $2,313
10 Added 3.0%
343 $75,000
Q4 2020

Feb 22, 2021
BUY
$152.18 - $199.14 $16,435 - $21,507
108 Added 48.0%
333 $65,000
Q4 2020

Feb 02, 2021
BUY
$152.18 - $199.14 $34,240 - $44,806
225 New
225 $32 Million

Others Institutions Holding IWM

# of Institutions
3,046
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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