Instrumental Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Instrumental Wealth, LLC

$143 Billion
Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Instrumental Wealth, LLC holds 1,594 shares of IWY stock, worth $440,023. This represents 0.32% of its overall portfolio holdings.

Number of Shares

1,594

Previous 1,574 1.27%

Holding current value

$440,023

Previous $393 Million 15.05%

% of portfolio

0.32%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$243.93 - $275.62 $4,878 - $5,512	20 Added 1.27%	1,594 $452 Million
Q2 2025 Jul 16, 2025	BUY	$187.5 - $246.51 $10,500 - $13,804	56 Added 3.69%	1,574 $393 Million
Q1 2025 Apr 28, 2025	BUY	$210.19 - $243.33 $25,012 - $28,956	119 Added 8.51%	1,518 $323 Million
Q4 2024 Feb 24, 2025	SELL	$216.72 - $244.71 $140,217 - $158,327	-647 Reduced 31.62%	1,399 $331 Million
Q3 2024 Oct 15, 2024	BUY	$194.66 - $225.97 $2,530 - $2,937	13 Added 0.64%	2,046 $459 Million

Q2 2024 Jul 26, 2024	BUY	$183.56 - $216.15 $126,656 - $149,143	690 Added 51.38%	2,033 $417 Million
Q1 2024 May 29, 2024	BUY	$170.38 - $196.82 $42,254 - $48,811	248 Added 22.65%	1,343 $273 Million
Q4 2023 Jan 25, 2024	BUY	$149.01 - $175.92 $163,165 - $192,632	1,095 New	1,095 $201 Million

Others Institutions Holding IWY

# of Institutions

671

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 Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Account

Instrumental Wealth, LLC Ishares Tr Russell 200 Growth Transaction History