Curtis Advisory Group, LLC IWD Holdings History
Curtis Advisory Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 9,127.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.72 Mil. This investment constitutes 0.5% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2025Q1. And since then Curtis Advisory Group, LLC has made 1 purchases of IWD, at an average price of $190.45, for a total of 9,127.00 shares. Based on historical transaction data and IWD's current price of $196.01, Curtis Advisory Group, LLC's estimated gain on his IWD holdings is $50,746.12, reflecting a 2.92% gain to date.
Curtis Advisory Group, LLC IWD ($196.01) Holding Chart
Curtis Advisory Group, LLC IWD ($196.01) 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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