Whelan Financial Ishares Tr Russell 200 Growth Transaction History

Whelan Financial

$314 Million
Q3 2025

A detailed history of Whelan Financial transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Whelan Financial holds 9,806 shares of IWY stock, worth $2.71 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

9,806

Previous 10,140 3.29%

Holding current value

$2.71 Million

Previous $2.5 Million 7.36%

% of portfolio

0.85%

Previous 0.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$243.93 - $275.62 $81,472 - $92,057	-334 Reduced 3.29%	9,806 $2.68 Million
Q2 2025 Jul 21, 2025	BUY	$187.5 - $246.51 $530,250 - $697,130	2,828 Added 38.68%	10,140 $2.5 Million
Q1 2025 Apr 29, 2025	SELL	$210.19 - $243.33 $420 - $486	-2 Reduced 0.03%	7,312 $1.54 Million
Q2 2024 Jul 29, 2024	SELL	$183.56 - $216.15 $1,101 - $1,296	-6 Reduced 0.08%	7,314 $1.57 Million
Q1 2024 Apr 19, 2024	SELL	$170.38 - $196.82 $32,542 - $37,592	-191 Reduced 2.54%	7,320 $1.43 Million

Q3 2023 Oct 20, 2023	SELL	$152.69 - $164.44 $3,053 - $3,288	-20 Reduced 0.27%	7,511 $1.16 Million
Q2 2023 Jul 18, 2023	SELL	$136.24 - $158.56 $1,362 - $1,585	-10 Reduced 0.13%	7,531 $1.19 Million
Q1 2023 May 22, 2023	SELL	$117.74 - $138.93 $452,357 - $533,769	-3,842 Reduced 33.75%	7,541 $1.05 Million
Q4 2022 Jan 17, 2023	BUY	$117.55 - $131.34 $1.34 Million - $1.5 Million	11,383 New	11,383 $0

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55M

Call Options Held

Put Options Held

2.7K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Whelan Financial Ishares Tr Russell 200 Growth Transaction History