Perfromance Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 70,950 shares of IWY stock, worth $19.6 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
70,950
Previous 65,327 8.61%
Holding current value
$19.6 Million
Previous $17.9 Million 9.56%
% of portfolio
0.55%
Previous 0.51%

Shares

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

Jan 21, 2026
BUY
$268.43 - $288.26 $1.51 Million - $1.62 Million
5,623 Added 8.61%
70,950 $19.6 Million
Q3 2025

Nov 07, 2025
BUY
$243.93 - $275.62 $3.34 Million - $3.77 Million
13,688 Added 26.51%
65,327 $17.9 Million
Q2 2025

Jul 28, 2025
BUY
$187.5 - $246.51 $9.68 Million - $12.7 Million
51,639 New
51,639 $12.7 Million

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
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