Dynamic Advisor Solutions LLC IWD Holdings History
Dynamic Advisor Solutions LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 32,772.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.37 Mil. This investment constitutes 0.2% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q3. And since then Dynamic Advisor Solutions LLC has made 16 purchases of IWD, at an average price of $149.26, for a total of 141,296.00 shares. In addition, there have been 11 sales at an average price of $182.36 for 108,524.00 shares. Based on historical transaction data and IWD's current price of $196.30, Dynamic Advisor Solutions LLC's estimated gain on his IWD holdings is $5.13 Mil, reflecting a 24.34% gain to date.
Dynamic Advisor Solutions LLC IWD ($196.30) Holding Chart
Dynamic Advisor Solutions LLC IWD ($196.30) 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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