Worth Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Worth Asset Management, LLC

  • $195 Million
  • Q3 2025

A detailed history of Worth Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Worth Asset Management, LLC holds 1,717 shares of IWM stock, worth $407,753. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,717
Previous 1,180 45.51%
Holding current value
$407,753
Previous $254,000 63.39%
% of portfolio
0.21%
Previous 0.14%

Shares

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

Oct 17, 2025
BUY
$214.92 - $244.84 $115,412 - $131,479
537 Added 45.51%
1,717 $415,000
Q2 2025

Jul 10, 2025
BUY
$174.82 - $215.79 $206,287 - $254,632
1,180 New
1,180 $254,000
Q4 2024

Jan 08, 2025
BUY
$216.13 - $242.4 $799,681 - $896,880
3,700 New
3,700 $817,000
Q2 2024

Jul 11, 2024
BUY
$192.84 - $209.44 $698,659 - $758,801
3,623 New
3,623 $735,000

Others Institutions Holding IWM

# of Institutions
3,033
Shares Held
284M
Call Options Held
196M
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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