Capital Advisors Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,069 shares of IWY stock, worth $571,147. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,069
Previous 2,033 1.77%
Holding current value
$571,147
Previous $556,000 2.7%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 20, 2026
BUY
$268.43 - $288.26 $9,663 - $10,377
36 Added 1.77%
2,069 $571,000
Q3 2025

Oct 15, 2025
BUY
$243.93 - $275.62 $27,808 - $31,420
114 Added 5.94%
2,033 $556,000
Q2 2025

Aug 13, 2025
BUY
$187.5 - $246.51 $94,125 - $123,748
502 Added 35.43%
1,919 $473,000
Q1 2025

Apr 24, 2025
BUY
$210.19 - $243.33 $107,407 - $124,341
511 Added 56.4%
1,417 $298,000
Q4 2024

Jan 14, 2025
BUY
$216.72 - $244.71 $196,348 - $221,707
906 New
906 $213,000

Others Institutions Holding IWY

# of Institutions
670
Shares Held
55.1M
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
  • Industry ETFs
More about IWY
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email