Cedar Mountain Advisors, LLC IWD Holdings History
Cedar Mountain Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Cedar Mountain Advisors, LLC held 414,979.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $78.08 Mil. This investment constitutes 17.49% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.13% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 17 purchases of IWD, at an average price of $134.39, for a total of 420,894.00 shares. In addition, there have been 4 sales at an average price of $152.13 for 5,915.00 shares. Based on historical transaction data and IWD's current price of $196.26, Cedar Mountain Advisors, LLC's estimated gain on his IWD holdings is $25.78 Mil, reflecting a 45.58% gain to date.
Cedar Mountain Advisors, LLC IWD ($196.26) Holding Chart
Cedar Mountain Advisors, LLC IWD ($196.26) 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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