Wj Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wj Wealth Management, LLC holds 20,323 shares of IWY stock, worth $5.61 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
20,323
Previous 29,499 31.11%
Holding current value
$5.61 Million
Previous $8.07 Million 31.11%
% of portfolio
3.65%
Previous 3.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
SELL
$243.93 - $275.62 $2.24 Million - $2.53 Million
-9,176 Reduced 31.11%
20,323 $5.56 Million
Q3 2025

Nov 14, 2025
SELL
$243.93 - $275.62 $79,033 - $89,300
-324 Reduced 1.09%
29,499 $8.07 Million
Q2 2025

Jul 28, 2025
SELL
$187.5 - $246.51 $247,875 - $325,886
-1,322 Reduced 4.24%
29,823 $7.35 Million
Q1 2025

Apr 24, 2025
SELL
$210.19 - $243.33 $7.75 Million - $8.97 Million
-36,880 Reduced 54.22%
31,145 $6.57 Million
Q4 2024

Jan 24, 2025
SELL
$216.72 - $244.71 $102,942 - $116,237
-475 Reduced 0.69%
68,025 $16 Million
Q3 2024

Oct 31, 2024
BUY
$194.66 - $225.97 $77,669 - $90,162
399 Added 0.59%
68,500 $15.1 Million
Q2 2024

Aug 09, 2024
BUY
$183.56 - $216.15 $642,827 - $756,957
3,502 Added 5.42%
68,101 $14.6 Million
Q1 2024

Apr 17, 2024
SELL
$170.38 - $196.82 $8,859 - $10,234
-52 Reduced 0.08%
64,599 $12.6 Million
Q4 2023

Jan 12, 2024
BUY
$149.01 - $175.92 $4.6 Million - $5.43 Million
30,850 Added 91.27%
64,651 $11.3 Million
Q3 2023

Oct 10, 2023
SELL
$152.69 - $164.44 $6.88 Million - $7.41 Million
-45,090 Reduced 57.15%
33,801 $5.2 Million
Q2 2023

Jul 11, 2023
BUY
$136.24 - $158.56 $3.09 Million - $3.59 Million
22,666 Added 40.31%
78,891 $12.5 Million
Q1 2023

Apr 12, 2023
BUY
$117.74 - $138.93 $6.62 Million - $7.81 Million
56,225 New
56,225 $7.81 Million

Others Institutions Holding IWY

# of Institutions
675
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
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 Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, LLC 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 Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email