Creative Planning Ishares Tr Russell 200 Growth Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Creative Planning holds 11,865 shares of IWY stock, worth $3.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,865

Previous 11,533 2.88%

Holding current value

$3.28 Million

Previous $2.84 Million 14.22%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$243.93 - $275.62 $80,984 - $91,505	332 Added 2.88%	11,865 $3.25 Million
Q2 2025 Aug 08, 2025	SELL	$187.5 - $246.51 $393,937 - $517,917	-2,101 Reduced 15.41%	11,533 $2.84 Million
Q1 2025 May 15, 2025	BUY	$210.19 - $243.33 $641,289 - $742,399	3,051 Added 28.83%	13,634 $2.88 Million
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $131,549 - $148,538	607 Added 6.08%	10,583 $2.49 Million
Q3 2024 Oct 11, 2024	SELL	$194.66 - $225.97 $5,061 - $5,875	-26 Reduced 0.26%	9,976 $2.2 Million

Q2 2024 Aug 15, 2024	BUY	$183.56 - $216.15 $145,012 - $170,758	790 Added 8.58%	10,002 $2.15 Million
Q1 2024 May 10, 2024	BUY	$170.38 - $196.82 $10,222 - $11,809	60 Added 0.66%	9,212 $1.8 Million
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $21,010 - $24,804	141 Added 1.56%	9,152 $1.6 Million
Q3 2023 Nov 16, 2023	SELL	$152.69 - $164.44 $10,688 - $11,510	-70 Reduced 0.77%	9,011 $1.39 Million
Q2 2023 Jul 21, 2023	SELL	$136.24 - $158.56 $20,299 - $23,625	-149 Reduced 1.61%	9,081 $1.44 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $171,193 - $202,004	-1,454 Reduced 13.61%	9,230 $1.28 Million
Q4 2022 Feb 10, 2023	BUY	$117.55 - $131.34 $25,038 - $27,975	213 Added 2.03%	10,684 $1.29 Million
Q3 2022 Nov 03, 2022	SELL	$119.49 - $146.95 $130,722 - $160,763	-1,094 Reduced 9.46%	10,471 $1.25 Million
Q2 2022 Aug 15, 2022	SELL	$120.18 - $161.96 $327,370 - $441,179	-2,724 Reduced 19.06%	11,565 $1.45 Million
Q1 2022 May 16, 2022	BUY	$141.01 - $175.1 $439,387 - $545,611	3,116 Added 27.89%	14,289 $2.27 Million
Q4 2021 Feb 11, 2022	SELL	$150.99 - $175.61 $33,519 - $38,985	-222 Reduced 1.95%	11,173 $1.94 Million
Q3 2021 Nov 10, 2021	SELL	$151.1 - $163.27 $196,581 - $212,414	-1,301 Reduced 10.25%	11,395 $1.74 Million
Q2 2021 Aug 04, 2021	BUY	$136.12 - $150.82 $189,070 - $209,488	1,389 Added 12.28%	12,696 $1.91 Million
Q1 2021 Apr 30, 2021	SELL	$127.24 - $139.47 $773,619 - $847,977	-6,080 Reduced 34.97%	11,307 $1.52 Million
Q4 2020 Jan 29, 2021	BUY	$116.6 - $133.06 $490,303 - $559,517	4,205 Added 31.9%	17,387 $2.31 Million
Q3 2020 Nov 05, 2020	SELL	$108.23 - $131.63 $201,416 - $244,963	-1,861 Reduced 12.37%	13,182 $1.6 Million
Q2 2020 Jul 23, 2020	BUY	$80.54 - $107.61 $201,672 - $269,455	2,504 Added 19.97%	15,043 $1.6 Million
Q1 2020 May 05, 2020	SELL	$73.46 - $106.09 $9,549 - $13,791	-130 Reduced 1.03%	12,539 $1.06 Million
Q4 2019 Jan 30, 2020	BUY	$84.75 - $97.05 $256,199 - $293,382	3,023 Added 31.34%	12,669 $1.22 Million
Q3 2019 Nov 01, 2019	SELL	$86.45 - $88.64 $16,684 - $17,107	-193 Reduced 1.96%	9,646 $840,000
Q2 2019 Jul 26, 2019	BUY	N/A	1,432 Added 17.03%	9,839 $844,000
Q1 2019 Apr 24, 2019	BUY	N/A	3,644 Added 76.51%	8,407 $691,000
Q4 2018 Feb 01, 2019	BUY	N/A	2,378 Added 99.71%	4,763 $342,000
Q3 2018 Oct 25, 2018	BUY	N/A	2,385 New	2,385 $204,000

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55M

Call Options Held

Put Options Held

2.7K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Russell 200 Growth Transaction History