Axxcess Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 21,338 shares of IWY stock, worth $5.82 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

21,338

Previous 32,068 33.46%

Holding current value

$5.82 Million

Previous $6.76 Million 22.24%

% of portfolio

0.13%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$187.5 - $246.51 $2.01 Million - $2.65 Million	-10,730 Reduced 33.46%	21,338 $5.26 Million
Q1 2025 Apr 30, 2025	SELL	$210.19 - $243.33 $2.46 Million - $2.84 Million	-11,688 Reduced 26.71%	32,068 $6.76 Million
Q4 2024 Feb 10, 2025	BUY	$216.72 - $244.71 $2.15 Million - $2.43 Million	9,941 Added 29.4%	43,756 $10.3 Million
Q3 2024 Nov 04, 2024	BUY	$194.66 - $225.97 $5.17 Million - $6 Million	26,555 Added 365.77%	33,815 $7.44 Million
Q2 2024 Aug 09, 2024	BUY	$183.56 - $216.15 $1.33 Million - $1.57 Million	7,260 New	7,260 $1.56 Million

Others Institutions Holding IWY

# of Institutions

632

Shares Held

52.8M

Call Options Held

6.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Axxcess Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History