BG Investment Services, Inc. IWD Holdings History
BG Investment Services, Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, BG Investment Services, Inc. held 25,556.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.81 Mil. This investment constitutes 5.18% of their stock portfolio, and BG Investment Services, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q1. And since then BG Investment Services, Inc. has made 2 purchases of IWD, at an average price of $183.19, for a total of 38,206.00 shares. In addition, there have been 1 sales at an average price of $190.45 for 12,650.00 shares. Based on historical transaction data and IWD's current price of $199.03, BG Investment Services, Inc.'s estimated gain on his IWD holdings is $496,465.92, reflecting a 7.09% gain to date.
BG Investment Services, Inc. IWD ($199.03) Holding Chart
BG Investment Services, Inc. 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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