Mason & Associates Inc Ishares Tr Russell 200 Growth Transaction History

Mason & Associates Inc

  • $414 Million
  • Q2 2025

A detailed history of Mason & Associates Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mason & Associates Inc holds 1,157 shares of IWY stock, worth $320,303. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,157
Previous 1,153 0.35%
Holding current value
$320,303
Previous $242,000 17.77%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jul 31, 2025
BUY
$187.5 - $246.51 $750 - $986
4 Added 0.35%
1,157 $285,000
Q3 2024

Oct 22, 2024
BUY
$194.66 - $225.97 $5,061 - $5,875
26 Added 2.31%
1,153 $253,000
Q1 2024

Apr 23, 2024
SELL
$170.38 - $196.82 $51,114 - $59,046
-300 Reduced 21.02%
1,127 $219,000
Q3 2023

Oct 19, 2023
SELL
$152.69 - $164.44 $8,550 - $9,208
-56 Reduced 3.78%
1,427 $219,000
Q2 2023

Jul 20, 2023
SELL
$136.24 - $158.56 $34,877 - $40,591
-256 Reduced 14.72%
1,483 $235,000
Q1 2023

Apr 20, 2023
SELL
$117.74 - $138.93 $17,896 - $21,117
-152 Reduced 8.04%
1,739 $241,000
Q4 2022

Jan 12, 2023
SELL
$117.55 - $131.34 $123,662 - $138,169
-1,052 Reduced 35.75%
1,891 $0
Q3 2022

Oct 20, 2022
SELL
$119.49 - $146.95 $49,707 - $61,131
-416 Reduced 12.38%
2,943 $352,000
Q2 2022

Jul 26, 2022
SELL
$120.18 - $161.96 $15.7 Million - $21.2 Million
-130,867 Reduced 97.5%
3,359 $421,000
Q1 2022

Apr 19, 2022
BUY
$141.01 - $175.1 $56,404 - $70,040
400 Added 0.3%
134,226 $21.3 Million
Q4 2021

Mar 18, 2022
BUY
$150.99 - $175.61 $20.2 Million - $23.5 Million
133,826 New
133,826 $23.2 Million

Others Institutions Holding IWY

# of Institutions
624
Shares Held
52.8M
Call Options Held
6.8K
Put Options Held
4.8K
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 Mason & Associates Inc Portfolio

Follow Mason & Associates Inc 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 Mason & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email