Accurate Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,564 shares of IWY stock, worth $1.26 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,564
Previous 3,715
22.85%
Holding current value
$1.26 Million
Previous $915,000
36.39%
% of portfolio
0.19%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
671Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio