Dynamic Financial Group IWD Holdings History
Dynamic Financial Group's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Dynamic Financial Group held 12,167.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.29 Mil. This investment constitutes 2.29% of their stock portfolio, and Dynamic Financial Group now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Dynamic Financial Group has made 1 purchases of IWD, at an average price of $191.86, for a total of 12,167.00 shares. Based on historical transaction data and IWD's current price of $196.39, Dynamic Financial Group's estimated gain on his IWD holdings is $55,124.97, reflecting a 2.36% gain to date.
Dynamic Financial Group IWD ($196.39) Holding Chart
Dynamic Financial Group IWD ($196.39) 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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