A detailed history of Forte Capital LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Forte Capital LLC holds 3,694 shares of IWY stock, worth $879,910. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,694
Previous 2,515 46.88%
Holding current value
$879,910
Previous $539,000 50.65%
% of portfolio
0.1%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$194.66 - $225.97 $229,504 - $266,418
1,179 Added 46.88%
3,694 $812,000
Q2 2024

Aug 13, 2024

SELL
$183.56 - $216.15 $34,876 - $41,068
-190 Reduced 7.02%
2,515 $539,000
Q4 2023

Feb 06, 2024

SELL
$149.01 - $175.92 $745 - $879
-5 Reduced 0.18%
2,705 $473,000
Q3 2023

Nov 13, 2023

BUY
$152.69 - $164.44 $21,376 - $23,021
140 Added 5.45%
2,710 $416,000
Q2 2023

Aug 09, 2023

BUY
$136.24 - $158.56 $12,942 - $15,063
95 Added 3.84%
2,570 $407,000
Q3 2022

Oct 21, 2022

BUY
$119.49 - $146.95 $18,520 - $22,777
155 Added 6.68%
2,475 $296,000
Q2 2022

Aug 09, 2022

BUY
$120.18 - $161.96 $71,386 - $96,204
594 Added 34.41%
2,320 $291,000
Q4 2021

Jan 20, 2022

BUY
$150.99 - $175.61 $260,608 - $303,102
1,726 New
1,726 $299,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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