CFS Investment Advisory Services, LLC IWD Holdings History
CFS Investment Advisory Services, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 154,323.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $29.04 Mil. This investment constitutes 2.58% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.05% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 9 purchases of IWD, at an average price of $157.22, for a total of 33.38 Mil shares. In addition, there have been 6 sales at an average price of $152.99 for 33.23 Mil shares. Based on historical transaction data and IWD's current price of $196.63, CFS Investment Advisory Services, LLC's estimated gain on his IWD holdings is $-134.54 Mil, reflecting a -2.56% gain to date.
CFS Investment Advisory Services, LLC IWD ($196.63) Holding Chart
CFS Investment Advisory Services, LLC IWD ($196.63) 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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