Ascent Group, LLC IWD Holdings History
Ascent Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Ascent Group, LLC held 127,175.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $23.93 Mil. This investment constitutes 1.03% of their stock portfolio, and Ascent Group, LLC now holds 0.04% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then Ascent Group, LLC has made 3 purchases of IWD, at an average price of $188.24, for a total of 139,594.00 shares. In addition, there have been 7 sales at an average price of $184.18 for 12,419.00 shares. Based on historical transaction data and IWD's current price of $196.02, Ascent Group, LLC's estimated gain on his IWD holdings is $938,515.48, reflecting a 3.57% gain to date.
Ascent Group, LLC IWD ($196.02) Holding Chart
Ascent Group, LLC IWD ($196.02) 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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