CAROLINAS WEALTH CONSULTING LLC IWD Holdings History
CAROLINAS WEALTH CONSULTING LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 67,927.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $12.58 Mil. This investment constitutes 2.47% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 10 purchases of IWD, at an average price of $130.29, for a total of 107,297.00 shares. In addition, there have been 10 sales at an average price of $160.74 for 39,370.00 shares. Based on historical transaction data and IWD's current price of $195.88, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his IWD holdings is $5.65 Mil, reflecting a 40.45% gain to date.
CAROLINAS WEALTH CONSULTING LLC IWD ($195.88) Holding Chart
CAROLINAS WEALTH CONSULTING LLC IWD ($195.88) 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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