Capital Advisors, Ltd. LLC IWD Holdings History
Capital Advisors, Ltd. LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 128,454.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $24.17 Mil. This investment constitutes 3.18% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.04% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 25 purchases of IWD, at an average price of $107.88, for a total of 157,515.00 shares. In addition, there have been 11 sales at an average price of $134.03 for 29,061.00 shares. Based on historical transaction data and IWD's current price of $195.88, Capital Advisors, Ltd. LLC's estimated gain on his IWD holdings is $12.06 Mil, reflecting a 71.00% gain to date.
Capital Advisors, Ltd. LLC IWD ($195.88) Holding Chart
Capital Advisors, Ltd. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
