FDx Advisors, Inc. IWD Holdings History

Number of Shares
73,060.00
Current Holdings Value*
$13.75 Mil
% of Portfolio
4.47%
Total Estimate Gain
$24.05 Mil
% of Total Estimate Gain
26.98%

FDx Advisors, Inc.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, FDx Advisors, Inc. held 73,060.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $13.75 Mil. This investment constitutes 4.47% of their stock portfolio, and FDx Advisors, Inc. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2014Q1. And since then FDx Advisors, Inc. has made 9 purchases of IWD, at an average price of $99.97, for a total of 891,775.00 shares. In addition, there have been 26 sales at an average price of $120.50 for 818,715.00 shares. Based on historical transaction data and IWD's current price of $199.03, FDx Advisors, Inc.'s estimated gain on his IWD holdings is $24.05 Mil, reflecting a 26.98% gain to date.

FDx Advisors, Inc. IWD ($199.03) Holding Chart

FDx Advisors, Inc. IWD ($199.03) 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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