A detailed history of Widmann Financial Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 7,080 shares of IWO stock, worth $1.98 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
7,080
Previous 7,086 0.08%
Holding current value
$1.98 Million
Previous $1.92 Million 3.13%
% of portfolio
1.52%
Previous 1.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$245.29 - $268.7 $1,471 - $1,612
-6 Reduced 0.08%
7,080 $1.86 Million
Q1 2024

May 14, 2024

SELL
$239.5 - $270.8 $479 - $541
-2 Reduced 0.03%
7,086 $1.92 Million
Q4 2023

Feb 13, 2024

BUY
$204.07 - $257.57 $4,897 - $6,181
24 Added 0.34%
7,088 $1.79 Million
Q3 2023

Nov 06, 2023

BUY
$221.24 - $254.04 $1,991 - $2,286
9 Added 0.13%
7,064 $1.58 Million
Q2 2023

Aug 04, 2023

SELL
$219.8 - $242.66 $12,528 - $13,831
-57 Reduced 0.8%
7,055 $1.71 Million
Q1 2023

May 09, 2023

BUY
$212.51 - $245.01 $69,065 - $79,628
325 Added 4.79%
7,112 $1.61 Million
Q4 2022

Feb 06, 2023

BUY
$205.84 - $231.03 $39,521 - $44,357
192 Added 2.91%
6,787 $1.46 Million
Q3 2022

Nov 14, 2022

BUY
$202.93 - $248.43 $92,333 - $113,035
455 Added 7.41%
6,595 $0
Q2 2022

Aug 01, 2022

BUY
$194.2 - $261.13 $81,758 - $109,935
421 Added 7.36%
6,140 $1.27 Million
Q1 2022

May 04, 2022

BUY
$234.1 - $296.68 $56,652 - $71,796
242 Added 4.42%
5,719 $1.46 Million
Q4 2021

Jan 28, 2022

BUY
$280.02 - $327.35 $1.53 Million - $1.79 Million
5,477 New
5,477 $1.61 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Widmann Financial Services, Inc. Portfolio

Follow Widmann Financial Services, Inc. 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 Widmann Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Widmann Financial Services, Inc. with notifications on news.