A detailed history of United Advisor Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, United Advisor Group, LLC holds 1,435 shares of IWY stock, worth $396,131. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,435
Previous 1,366 5.05%
Holding current value
$396,131
Previous $336,000 16.67%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$243.93 - $275.62 $16,831 - $19,017
69 Added 5.05%
1,435 $392,000
Q2 2025

Aug 11, 2025

BUY
$187.5 - $246.51 $41,625 - $54,725
222 Added 19.41%
1,366 $336,000
Q1 2025

Apr 21, 2025

BUY
$210.19 - $243.33 $13,662 - $15,816
65 Added 6.02%
1,144 $241,000
Q4 2024

Feb 24, 2025

BUY
$216.72 - $244.71 $34,891 - $39,398
161 Added 17.54%
1,079 $253,000
Q3 2024

Oct 30, 2024

BUY
$194.66 - $225.97 $178,697 - $207,440
918 New
918 $202,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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