Belpointe Asset Management LLC Ishares Tr Russell 200 Growth Transaction History

Belpointe Asset Management LLC

  • $2.9 Billion
  • Q4 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Belpointe Asset Management LLC holds 13,231 shares of IWY stock, worth $3.65 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,231
Previous 18,301 27.7%
Holding current value
$3.65 Million
Previous $5.01 Million 27.08%
% of portfolio
0.13%
Previous 0.22%

Shares

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

Jan 27, 2026
SELL
$268.43 - $288.26 $1.36 Million - $1.46 Million
-5,070 Reduced 27.7%
13,231 $3.65 Million
Q3 2025

Oct 31, 2025
BUY
$243.93 - $275.62 $995,234 - $1.12 Million
4,080 Added 28.69%
18,301 $5.01 Million
Q2 2025

Jul 22, 2025
BUY
$187.5 - $246.51 $1.13 Million - $1.48 Million
6,004 Added 73.07%
14,221 $3.51 Million
Q1 2025

May 20, 2025
BUY
$210.19 - $243.33 $1.73 Million - $2 Million
8,217 New
8,217 $1.73 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $138.93 $459,774 - $542,521
3,905 Added 361.57%
4,985 $692,000
Q4 2022

Feb 08, 2023
BUY
$117.55 - $131.34 $1,057 - $1,182
9 Added 0.84%
1,080 $130,000
Q3 2022

Nov 14, 2022
BUY
$119.49 - $146.95 $1,672 - $2,057
14 Added 1.32%
1,071 $128,000
Q1 2022

Apr 28, 2022
SELL
$141.01 - $175.1 $6,909 - $8,579
-49 Reduced 4.43%
1,057 $167,000
Q4 2021

Feb 15, 2022
SELL
$150.99 - $175.61 $523,029 - $608,313
-3,464 Reduced 75.8%
1,106 $192,000
Q3 2021

Nov 15, 2021
BUY
$151.1 - $163.27 $251,732 - $272,007
1,666 Added 57.37%
4,570 $698,000
Q2 2021

Aug 09, 2021
BUY
$136.12 - $150.82 $254,952 - $282,485
1,873 Added 181.67%
2,904 $437,000
Q1 2021

May 14, 2021
BUY
$127.24 - $139.47 $131,184 - $143,793
1,031 New
1,031 $139,000

Others Institutions Holding IWY

# of Institutions
669
Shares Held
55.2M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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More about IWY
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