Capital Asset Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

Capital Asset Advisory Services LLC

$2.41 Billion
Q4 2025

A detailed history of Capital Asset Advisory Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 28,318 shares of IWY stock, worth $7.82 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

28,318

Previous 21,389 32.4%

Holding current value

$7.82 Million

Previous $5.72 Million 36.64%

% of portfolio

0.32%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$268.43 - $288.26 $1.86 Million - $2 Million	6,929 Added 32.4%	28,318 $7.82 Million
Q3 2025 Oct 02, 2025	BUY	$243.93 - $275.62 $27,808 - $31,420	114 Added 0.54%	21,389 $5.72 Million
Q2 2025 Jul 07, 2025	SELL	$187.5 - $246.51 $2.02 Million - $2.65 Million	-10,769 Reduced 33.61%	21,275 $5.24 Million
Q1 2025 Apr 09, 2025	SELL	$210.19 - $243.33 $234,572 - $271,556	-1,116 Reduced 3.37%	32,044 $6.74 Million
Q4 2024 Jan 22, 2025	SELL	$216.72 - $244.71 $170,775 - $192,831	-788 Reduced 2.32%	33,160 $7.8 Million

Q3 2024 Oct 17, 2024	BUY	$194.66 - $225.97 $6.61 Million - $7.67 Million	33,948 New	33,948 $7.47 Million

Others Institutions Holding IWY

# of Institutions

669

Shares Held

55.2M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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Capital Asset Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History