Accurate Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,715 shares of IWY stock, worth $948,662. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,715
Previous 1,833
102.67%
Holding current value
$948,662
Previous $385,000
137.66%
% of portfolio
0.16%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
52.5MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.54 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.52 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.28 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.23 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$617 Million0.14% of portfolio