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 $199.03, Arcadia Wealth Management, LLC's estimated gain on his IWD holdings is $428,915.76, reflecting a 4.65% gain to date.
Arcadia Wealth Management, LLC IWD ($199.03) Holding Chart
Arcadia Wealth Management, LLC IWD ($199.03) 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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