DIXON FNANCIAL SERVICES, INC. IWD Holdings History
DIXON FNANCIAL SERVICES, INC.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 18,930.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.56 Mil. This investment constitutes 1.93% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then DIXON FNANCIAL SERVICES, INC. has made 2 purchases of IWD, at an average price of $170.52, for a total of 18,930.00 shares. Based on historical transaction data and IWD's current price of $197.57, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his IWD holdings is $512,118.72, reflecting a 15.87% gain to date.
DIXON FNANCIAL SERVICES, INC. IWD ($197.57) Holding Chart
DIXON FNANCIAL SERVICES, INC. IWD ($197.57) 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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