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 $198.32, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his IWD holdings is $1.12 Mil, reflecting a 22.27% gain to date.
CENTRAL VALLEY ADVISORS, LLC IWD ($198.32) Holding Chart
CENTRAL VALLEY ADVISORS, 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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