FMA Wealth Management, LLC IWD Holdings History
FMA Wealth Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 55,974.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $10.87 Mil. This investment constitutes 8.04% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q4. And since then FMA Wealth Management, LLC has made 2 purchases of IWD, at an average price of $154.45, for a total of 61,063.00 shares. In addition, there have been 4 sales at an average price of $186.53 for 5,089.00 shares. Based on historical transaction data and IWD's current price of $195.88, FMA Wealth Management, LLC's estimated gain on his IWD holdings is $2.48 Mil, reflecting a 26.32% gain to date.
FMA Wealth Management, LLC IWD ($195.88) Holding Chart
FMA Wealth Management, LLC 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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