FSA Wealth Management LLC IWD Holdings History
FSA Wealth Management LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 261,033.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $49.12 Mil. This investment constitutes 20.85% of their stock portfolio, and FSA Wealth Management LLC now holds 0.08% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 17 purchases of IWD, at an average price of $139.61, for a total of 444,748.00 shares. In addition, there have been 3 sales at an average price of $153.07 for 183,715.00 shares. Based on historical transaction data and IWD's current price of $195.88, FSA Wealth Management LLC's estimated gain on his IWD holdings is $17.16 Mil, reflecting a 27.64% gain to date.
FSA Wealth Management LLC IWD ($195.88) Holding Chart
FSA 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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