Number of Shares
296,034.00
Current Holdings Value*
$55.70 Mil
% of Portfolio
5.48%
Total Estimate Gain
$29.35 Mil
% of Total Estimate Gain
29.03%

FIRST BUSINESS FINANCIAL SERVICES, INC.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, FIRST BUSINESS FINANCIAL SERVICES, INC. held 296,034.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $55.70 Mil. This investment constitutes 5.48% of their stock portfolio, and FIRST BUSINESS FINANCIAL SERVICES, INC. now holds 0.09% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2013Q2. And since then FIRST BUSINESS FINANCIAL SERVICES, INC. has made 32 purchases of IWD, at an average price of $108.73, for a total of 929,919.00 shares. In addition, there have been 15 sales at an average price of $114.33 for 633,885.00 shares. Based on historical transaction data and IWD's current price of $195.88, FIRST BUSINESS FINANCIAL SERVICES, INC.'s estimated gain on his IWD holdings is $29.35 Mil, reflecting a 29.03% gain to date.

FIRST BUSINESS FINANCIAL SERVICES, INC. IWD ($195.88) Holding Chart

FIRST BUSINESS FINANCIAL SERVICES, INC. IWD ($195.88) 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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