Newbridge Financial Services Group, Inc. Ishares Tr Russell 200 Growth Transaction History

Newbridge Financial Services Group, Inc.

$633 Million
Q4 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 924 shares of IWY stock, worth $255,070. This represents 0.04% of its overall portfolio holdings.

Number of Shares

924

Previous 908 1.76%

Holding current value

$255,070

Previous $248,000 2.82%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$268.43 - $288.26 $4,294 - $4,612	16 Added 1.76%	924 $255,000
Q3 2025 Nov 13, 2025	SELL	$243.93 - $275.62 $13,416 - $15,159	-55 Reduced 5.71%	908 $248,000
Q2 2025 Aug 19, 2025	SELL	$187.5 - $246.51 $5,625 - $7,395	-30 Reduced 3.02%	963 $237,000
Q1 2025 May 15, 2025	SELL	$210.19 - $243.33 $114,553 - $132,614	-545 Reduced 35.44%	993 $209,000
Q4 2024 Jan 28, 2025	BUY	$216.72 - $244.71 $333,315 - $376,363	1,538 New	1,538 $361,000

Q1 2024 Apr 24, 2024	BUY	$170.38 - $196.82 $16,526 - $19,091	97 Added 10.09%	1,058 $206,000
Q4 2023 Mar 28, 2024	BUY	$149.01 - $175.92 $103,561 - $122,264	695 Added 261.28%	961 $168,000
Q1 2022 Apr 26, 2022	BUY	$141.01 - $175.1 $37,508 - $46,576	266 New	266 $42,000

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55.1M

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 Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.

Account

Newbridge Financial Services Group, Inc. Ishares Tr Russell 200 Growth Transaction History