Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 45 shares of IWY stock, worth $12,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 172 73.84%
Holding current value
$12,422
Previous $42,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$243.93 - $275.62 $30,979 - $35,003
-127 Reduced 73.84%
45 $12,000
Q4 2024

Feb 07, 2025
BUY
$216.72 - $244.71 $27,523 - $31,078
127 Added 282.22%
172 $40,000
Q1 2024

Jun 11, 2024
BUY
$170.38 - $196.82 $7,667 - $8,856
45 New
45 $8,000

Others Institutions Holding IWY

# of Institutions
672
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email