Badgley Phelps Wealth Managers, LLC IWD Holdings History
Badgley Phelps Wealth Managers, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 245,700.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $46.23 Mil. This investment constitutes 1.12% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.07% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 9 purchases of IWD, at an average price of $164.30, for a total of 481,157.00 shares. In addition, there have been 5 sales at an average price of $175.18 for 235,457.00 shares. Based on historical transaction data and IWD's current price of $197.34, Badgley Phelps Wealth Managers, LLC's estimated gain on his IWD holdings is $10.68 Mil, reflecting a 13.51% gain to date.
Badgley Phelps Wealth Managers, LLC IWD ($197.34) Holding Chart
Badgley Phelps Wealth Managers, LLC IWD ($197.34) 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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