A detailed history of Asset Dedication, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Asset Dedication, LLC holds 550 shares of IWY stock, worth $126,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
550
Previous 550 -0.0%
Holding current value
$126,038
Previous $117,000 3.42%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$170.38 - $196.82 $93,709 - $108,251
-550 Reduced 50.0%
550 $107,000
Q2 2023

Aug 21, 2023

BUY
$136.24 - $158.56 $74,932 - $87,208
550 Added 100.0%
1,100 $174,000
Q3 2022

Oct 27, 2022

BUY
$119.49 - $146.95 $65,719 - $80,822
550 New
550 $66,000
Q2 2022

Jul 19, 2022

SELL
$120.18 - $161.96 $66,099 - $89,078
-550 Closed
0 $0
Q1 2018

Apr 19, 2018

BUY
N/A
550 New
550 $41,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, 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 Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.