Number of Shares
34,313.00
Current Holdings Value*
$6.46 Mil
% of Portfolio
2.27%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
26.26%

ARK & TLK INVESTMENTS, LLC's iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, ARK & TLK INVESTMENTS, LLC held 34,313.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.46 Mil. This investment constitutes 2.27% of their stock portfolio, and ARK & TLK INVESTMENTS, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2023Q4. And since then ARK & TLK INVESTMENTS, LLC has made 3 purchases of IWD, at an average price of $154.44, for a total of 34,476.00 shares. In addition, there have been 2 sales at an average price of $180.47 for 163.00 shares. Based on historical transaction data and IWD's current price of $195.06, ARK & TLK INVESTMENTS, LLC's estimated gain on his IWD holdings is $1.40 Mil, reflecting a 26.26% gain to date.

ARK & TLK INVESTMENTS, LLC IWD ($195.06) Holding Chart

ARK & TLK INVESTMENTS, LLC IWD ($195.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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