Circle Wealth Management, LLC IWD Holdings History
Circle Wealth Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 607,633.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $114.33 Mil. This investment constitutes 2.62% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.18% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q3. And since then Circle Wealth Management, LLC has made 2 purchases of IWD, at an average price of $158.61, for a total of 620,895.00 shares. In addition, there have been 2 sales at an average price of $173.04 for 13,262.00 shares. Based on historical transaction data and IWD's current price of $194.82, Circle Wealth Management, LLC's estimated gain on his IWD holdings is $22.19 Mil, reflecting a 22.53% gain to date.
Circle Wealth Management, LLC IWD ($194.82) Holding Chart
Circle Wealth Management, LLC IWD ($194.82) 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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