Belpointe Asset Management LLC Ishares Tr Russell 200 Growth Transaction History

Belpointe Asset Management LLC

$2.14 Billion
Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Belpointe Asset Management LLC holds 14,221 shares of IWY stock, worth $3.88 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,221

Previous 8,217 73.07%

Holding current value

$3.88 Million

Previous $1.73 Million 102.25%

% of portfolio

0.16%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$187.5 - $246.51 $1.13 Million - $1.48 Million	6,004 Added 73.07%	14,221 $3.51 Million
Q1 2025 May 20, 2025	BUY	$210.19 - $243.33 $1.73 Million - $2 Million	8,217 New	8,217 $1.73 Million
Q1 2023 May 15, 2023	BUY	$117.74 - $138.93 $459,774 - $542,521	3,905 Added 361.57%	4,985 $692,000
Q4 2022 Feb 08, 2023	BUY	$117.55 - $131.34 $1,057 - $1,182	9 Added 0.84%	1,080 $130,000
Q3 2022 Nov 14, 2022	BUY	$119.49 - $146.95 $1,672 - $2,057	14 Added 1.32%	1,071 $128,000
Q1 2022 Apr 28, 2022	SELL	$141.01 - $175.1 $6,909 - $8,579	-49 Reduced 4.43%	1,057 $167,000
Q4 2021 Feb 15, 2022	SELL	$150.99 - $175.61 $523,029 - $608,313	-3,464 Reduced 75.8%	1,106 $192,000
Q3 2021 Nov 15, 2021	BUY	$151.1 - $163.27 $251,732 - $272,007	1,666 Added 57.37%	4,570 $698,000
Q2 2021 Aug 09, 2021	BUY	$136.12 - $150.82 $254,952 - $282,485	1,873 Added 181.67%	2,904 $437,000
Q1 2021 May 14, 2021	BUY	$127.24 - $139.47 $131,184 - $143,793	1,031 New	1,031 $139,000

Others Institutions Holding IWY

# of Institutions

640

Shares Held

52.9M

Call Options Held

6.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Belpointe Asset Management LLC Ishares Tr Russell 200 Growth Transaction History