Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

Secure Asset Management, LLC

$585 Million
Q3 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,196 shares of IWY stock, worth $871,645. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,196

Previous 3,201 0.16%

Holding current value

$871,645

Previous $789,000 10.77%

% of portfolio

0.15%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$243.93 - $275.62 $1,219 - $1,378	-5 Reduced 0.16%	3,196 $874,000
Q2 2025 Jul 10, 2025	SELL	$187.5 - $246.51 $37,312 - $49,055	-199 Reduced 5.85%	3,201 $789,000
Q1 2025 Apr 10, 2025	BUY	$210.19 - $243.33 $115,394 - $133,588	549 Added 19.26%	3,400 $715,000
Q4 2024 Jan 17, 2025	BUY	$216.72 - $244.71 $163,190 - $184,266	753 Added 35.89%	2,851 $670,000
Q3 2024 Oct 16, 2024	BUY	$194.66 - $225.97 $104,727 - $121,571	538 Added 34.49%	2,098 $461,000
Q2 2024 Jul 24, 2024	BUY	$183.56 - $216.15 $286,353 - $337,194	1,560 New	1,560 $334,000

Others Institutions Holding IWY

# of Institutions

625

Shares Held

52.7M

Call Options Held

6.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History