A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 71 shares of IWY stock, worth $15,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 69 2.9%
Holding current value
$15,164
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$183.56 - $216.15 $367 - $432
2 Added 2.9%
71 $15,000
Q1 2024

Jul 31, 2024

BUY
$170.38 - $196.82 $11,756 - $13,580
69 New
69 $13,000
Q3 2023

Aug 01, 2024

BUY
$152.69 - $164.44 $4,122 - $4,439
27 Added 75.0%
63 $9.69 Million
Q2 2023

Aug 01, 2024

SELL
$136.24 - $158.56 $4,768 - $5,549
-35 Reduced 49.3%
36 $5.71 Million
Q1 2023

Aug 01, 2024

SELL
$117.74 - $138.93 $4,356 - $5,140
-37 Reduced 52.11%
34 $4.72 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.