Alta Wealth Advisors LLC IWD Holdings History
Alta Wealth Advisors LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 25,041.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.71 Mil. This investment constitutes 2.16% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 11 purchases of IWD, at an average price of $132.88, for a total of 30,942.00 shares. In addition, there have been 6 sales at an average price of $158.45 for 5,901.00 shares. Based on historical transaction data and IWD's current price of $195.88, Alta Wealth Advisors LLC's estimated gain on his IWD holdings is $1.73 Mil, reflecting a 42.04% gain to date.
Alta Wealth Advisors LLC IWD ($195.88) Holding Chart
Alta Wealth Advisors LLC IWD ($195.88) 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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