FOUNDERS BANK & TRUST IWD Holdings History

Number of Shares
88,160.00
Current Holdings Value*
$9.20 Mil
% of Portfolio
4.97%
Total Estimate Gain
$8.64 Mil
% of Total Estimate Gain
95.34%

FOUNDERS BANK & TRUST's iShares Russell 1000 Value ETF Holding Summary

As of 2014-12-31, FOUNDERS BANK & TRUST held 88,160.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $9.20 Mil. This investment constitutes 4.97% of their stock portfolio, and FOUNDERS BANK & TRUST now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2014Q1. And since then FOUNDERS BANK & TRUST has made 1 purchases of IWD, at an average price of $98.03, for a total of 92,470.00 shares. In addition, there have been 3 sales at an average price of $101.87 for 4,310.00 shares. Based on historical transaction data and IWD's current price of $195.88, FOUNDERS BANK & TRUST's estimated gain on his IWD holdings is $8.64 Mil, reflecting a 95.34% gain to date.

FOUNDERS BANK & TRUST IWD ($195.88) Holding Chart

FOUNDERS BANK & TRUST 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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