New Edge Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,937 shares of IWY stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,937
Previous 3,887 27.01%
Holding current value
$1.28 Million
Previous $819,000 48.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 11, 2025
BUY
$187.5 - $246.51 $196,875 - $258,835
1,050 Added 27.01%
4,937 $1.22 Million
Q1 2025

May 09, 2025
SELL
$210.19 - $243.33 $17,866 - $20,683
-85 Reduced 2.14%
3,887 $819,000
Q3 2024

Nov 12, 2024
BUY
$194.66 - $225.97 $216,072 - $250,826
1,110 Added 38.78%
3,972 $874,000
Q2 2024

Aug 01, 2024
BUY
$183.56 - $216.15 $525,348 - $618,621
2,862 New
2,862 $613,000

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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