Tyler Stone Wealth Management Ishares Tr Russell 200 Growth Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,352 shares of IWY stock, worth $547,451. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,352

Previous 1,176 100.0%

Holding current value

$547,451

Previous $252,000 105.16%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.66 - $225.97 $228,920 - $265,740	1,176 Added 100.0%	2,352 $517,000
Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $2,202 - $2,593	-12 Reduced 1.01%	1,176 $252,000
Q1 2024 May 15, 2024	SELL	$170.38 - $196.82 $21,808 - $25,192	-128 Reduced 9.73%	1,188 $231,000
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $20,414 - $24,101	137 Added 11.62%	1,316 $230,000
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $15,116 - $16,279	99 Added 9.17%	1,179 $181,000
Q4 2022 Feb 14, 2023	SELL	$117.55 - $131.34 $14,106 - $15,760	-120 Reduced 10.0%	1,080 $130,000
Q4 2021 Feb 22, 2022	BUY	$150.99 - $175.61 $181,188 - $210,732	1,200 New	1,200 $208,000

Others Institutions Holding IWY

# of Institutions

531

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management Ishares Tr Russell 200 Growth Transaction History