CM WEALTH ADVISORS LLC IWD Holdings History
CM WEALTH ADVISORS LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 92,069.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $17.32 Mil. This investment constitutes 5.54% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 3 purchases of IWD, at an average price of $175.07, for a total of 181,476.00 shares. In addition, there have been 1 sales at an average price of $174.52 for 89,407.00 shares. Based on historical transaction data and IWD's current price of $198.32, CM WEALTH ADVISORS LLC's estimated gain on his IWD holdings is $2.09 Mil, reflecting a 6.58% gain to date.
CM WEALTH ADVISORS LLC IWD ($198.32) Holding Chart
CM WEALTH 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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