Capital Analysts, LLC Ishares Tr Russell 200 Growth Transaction History

Capital Analysts, LLC

$3 Billion
Q2 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Analysts, LLC holds 2,206 shares of IWY stock, worth $571,354. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,206

Previous 2,198 0.36%

Holding current value

$571,354

Previous $464,000 17.24%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$187.5 - $246.51 $1,500 - $1,972	8 Added 0.36%	2,206 $544,000
Q1 2025 May 14, 2025	SELL	$210.19 - $243.33 $10,719 - $12,409	-51 Reduced 2.27%	2,198 $464,000
Q4 2024 Feb 14, 2025	SELL	$216.72 - $244.71 $11,269 - $12,724	-52 Reduced 2.26%	2,249 $529,000
Q3 2024 Nov 13, 2024	BUY	$194.66 - $225.97 $261,623 - $303,703	1,344 Added 140.44%	2,301 $506,000
Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.1%	957 $205,000
Q1 2024 May 14, 2024	BUY	$170.38 - $196.82 $3,748 - $4,330	22 Added 2.36%	956 $187,000
Q4 2023 Jan 30, 2024	BUY	$149.01 - $175.92 $100,581 - $118,745	675 Added 260.62%	934 $164,000
Q3 2023 Nov 13, 2023	SELL	$152.69 - $164.44 $37,256 - $40,123	-244 Reduced 48.51%	259 $40,000
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $44,550 - $51,849	327 Added 185.8%	503 $80,000
Q4 2022 Feb 08, 2023	BUY	$117.55 - $131.34 $117 - $131	1 Added 0.57%	176 $21,000
Q3 2022 Nov 14, 2022	BUY	$119.49 - $146.95 $19,954 - $24,540	167 Added 2087.5%	175 $21,000
Q2 2022 Aug 12, 2022	BUY	$120.18 - $161.96 $961 - $1,295	8 New	8 $1,000

Others Institutions Holding IWY

# of Institutions

615

Shares Held

52.2M

Call Options Held

7.6K

Put Options Held

7.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Ishares Tr Russell 200 Growth Transaction History