Congress Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 120,120 shares of IWY stock, worth $31.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
120,120
Previous 49,601 142.17%
Holding current value
$31.1 Million
Previous $10.5 Million 183.02%
% of portfolio
0.3%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$187.5 - $246.51 $13.2 Million - $17.4 Million
70,519 Added 142.17%
120,120 $29.6 Million
Q1 2025

May 14, 2025
BUY
$210.19 - $243.33 $10.4 Million - $12.1 Million
49,601 New
49,601 $10.5 Million

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

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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