Arcadia Wealth Management, LLC IWD Holdings History
Arcadia Wealth Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 48,512.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $9.42 Mil. This investment constitutes 4.12% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2025Q1. And since then Arcadia Wealth Management, LLC has made 2 purchases of IWD, at an average price of $190.19, for a total of 48,512.00 shares. Based on historical transaction data and IWD's current price of $197.50, Arcadia Wealth Management, LLC's estimated gain on his IWD holdings is $354,692.40, reflecting a 3.84% gain to date.
Arcadia Wealth Management, LLC IWD ($197.50) Holding Chart
Arcadia Wealth Management, LLC IWD ($197.50) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
