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%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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