A detailed history of Trademark Financial Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trademark Financial Management, LLC holds 950 shares of IWY stock, worth $228,038. This represents 0.17% of its overall portfolio holdings.

Number of Shares
950
Previous 946 0.42%
Holding current value
$228,038
Previous $203 Million 3.04%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$194.66 - $225.97 $778 - $903
4 Added 0.42%
950 $209 Million
Q2 2024

Jul 30, 2024

BUY
$183.56 - $216.15 $173,647 - $204,477
946 New
946 $203 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.