Fundamentun, LLC Ishares Tr Russell 200 Growth Transaction History

Fundamentun, LLC

$1.98 Billion
Q2 2025

A detailed history of Fundamentun, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Fundamentun, LLC holds 26,025 shares of IWY stock, worth $6.74 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

26,025

Holding current value

$6.74 Million

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$187.5 - $246.51 $4.88 Million - $6.42 Million	26,025 New	26,025 $6.42 Million

Others Institutions Holding IWY

# of Institutions

612

Shares Held

52.1M

Call Options Held

7.6K

Put Options Held

7.8K

Tiaa Trust, National Association Charlotte, NC

6.1M
Shares

$1.58 Billion
3.95% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.54 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.03M
Shares

$1.3 Billion
5.08% of portfolio
First Citizens Bank & Trust CO

4.82M
Shares

$1.25 Billion
18.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$626 Million
0.14% of portfolio

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 Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.

Account