Crescent Capital Consulting, LLC IWD Holdings History
Number of Shares
96,814.00
Current Holdings Value*
$16.26 Mil
% of Portfolio
2.68%
Total Estimate Gain
$5.91 Mil
% of Total Estimate Gain
45.24%
Crescent Capital Consulting, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2021-12-31, Crescent Capital Consulting, LLC held 96,814.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $16.26 Mil. This investment constitutes 2.68% of their stock portfolio, and Crescent Capital Consulting, LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q4. And since then Crescent Capital Consulting, LLC has made 4 purchases of IWD, at an average price of $134.87, for a total of 96,814.00 shares. Based on historical transaction data and IWD's current price of $195.88, Crescent Capital Consulting, LLC's estimated gain on his IWD holdings is $5.91 Mil, reflecting a 45.24% gain to date.
Crescent Capital Consulting, LLC IWD ($195.88) Holding Chart
Crescent Capital Consulting, 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 % |
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