Broadview Financial Management, LLC IWD Holdings History
Broadview Financial Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 25,348.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.77 Mil. This investment constitutes 3.56% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 14 purchases of IWD, at an average price of $121.79, for a total of 39,020.00 shares. In addition, there have been 14 sales at an average price of $129.86 for 13,672.00 shares. Based on historical transaction data and IWD's current price of $198.32, Broadview Financial Management, LLC's estimated gain on his IWD holdings is $2.05 Mil, reflecting a 43.15% gain to date.
Broadview Financial Management, LLC IWD ($198.32) Holding Chart
Broadview Financial Management, LLC IWD ($198.32) 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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