Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

Secure Asset Management, LLC

$609 Million
Q4 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,581 shares of IWY stock, worth $988,535. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,581

Previous 3,196 12.05%

Holding current value

$988,535

Previous $874,000 13.04%

% of portfolio

0.16%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$268.43 - $288.26 $103,345 - $110,980	385 Added 12.05%	3,581 $988,000
Q3 2025 Oct 09, 2025	SELL	$243.93 - $275.62 $1,219 - $1,378	-5 Reduced 0.16%	3,196 $874,000
Q2 2025 Jul 10, 2025	SELL	$187.5 - $246.51 $37,312 - $49,055	-199 Reduced 5.85%	3,201 $789,000
Q1 2025 Apr 10, 2025	BUY	$210.19 - $243.33 $115,394 - $133,588	549 Added 19.26%	3,400 $715,000
Q4 2024 Jan 17, 2025	BUY	$216.72 - $244.71 $163,190 - $184,266	753 Added 35.89%	2,851 $670,000

Q3 2024 Oct 16, 2024	BUY	$194.66 - $225.97 $104,727 - $121,571	538 Added 34.49%	2,098 $461,000
Q2 2024 Jul 24, 2024	BUY	$183.56 - $216.15 $286,353 - $337,194	1,560 New	1,560 $334,000

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55.1M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History