CENTRAL VALLEY ADVISORS, LLC IWD Holdings History
CENTRAL VALLEY ADVISORS, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 12,972.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.52 Mil. This investment constitutes 0.86% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $182.55 for 19,670.00 shares. Based on historical transaction data and IWD's current price of $199.03, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his IWD holdings is $1.13 Mil, reflecting a 22.45% gain to date.
CENTRAL VALLEY ADVISORS, LLC IWD ($199.03) Holding Chart
CENTRAL VALLEY ADVISORS, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
