Auour Investments LLC IWD Holdings History

Number of Shares
31,998.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
2.11%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
24.39%

Auour Investments LLC's iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Auour Investments LLC held 31,998.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $5.83 Mil. This investment constitutes 2.11% of their stock portfolio, and Auour Investments LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2023Q2. And since then Auour Investments LLC has made 3 purchases of IWD, at an average price of $156.90, for a total of 33,334.00 shares. In addition, there have been 4 sales at an average price of $169.31 for 1,336.00 shares. Based on historical transaction data and IWD's current price of $196.26, Auour Investments LLC's estimated gain on his IWD holdings is $1.28 Mil, reflecting a 24.39% gain to date.

Auour Investments LLC IWD ($196.26) Holding Chart

Auour Investments LLC IWD ($196.26) 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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