A detailed history of Wolf Group Capital Advisors transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wolf Group Capital Advisors holds 38,283 shares of IWY stock, worth $8.77 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
38,283
Previous 34,638 10.52%
Holding current value
$8.77 Million
Previous $7.43 Million 13.38%
% of portfolio
3.6%
Previous 3.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$194.66 - $225.97 $709,535 - $823,660
3,645 Added 10.52%
38,283 $8.42 Million
Q2 2024

Jul 30, 2024

SELL
$183.56 - $216.15 $669,076 - $787,866
-3,645 Reduced 9.52%
34,638 $7.43 Million
Q4 2023

Jan 22, 2024

BUY
$149.01 - $175.92 $17,285 - $20,406
116 Added 0.3%
38,283 $6.71 Million
Q3 2023

Oct 31, 2023

SELL
$152.69 - $164.44 $23,208 - $24,994
-152 Reduced 0.4%
38,167 $5.87 Million
Q2 2023

Jul 31, 2023

BUY
$136.24 - $158.56 $111,035 - $129,226
815 Added 2.17%
38,319 $6.08 Million
Q1 2023

May 15, 2023

SELL
$117.74 - $138.93 $183,321 - $216,314
-1,557 Reduced 3.99%
37,504 $5.21 Million
Q4 2022

Feb 06, 2023

BUY
$117.55 - $131.34 $4.59 Million - $5.13 Million
39,061 New
39,061 $4.71 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Wolf Group Capital Advisors Portfolio

Follow Wolf Group Capital Advisors 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 Wolf Group Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Wolf Group Capital Advisors with notifications on news.