Number of Shares
31,050.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
2.24%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
30.11%

Financial Strategy Network, LLC's iShares Russell 1000 Value ETF Holding Summary

As of 2020-06-30, Financial Strategy Network, LLC held 31,050.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.50 Mil. This investment constitutes 2.24% of their stock portfolio, and Financial Strategy Network, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2018Q2. And since then Financial Strategy Network, LLC has made 4 purchases of IWD, at an average price of $122.12, for a total of 65,870.00 shares. In addition, there have been 4 sales at an average price of $125.96 for 34,820.00 shares. Based on historical transaction data and IWD's current price of $195.83, Financial Strategy Network, LLC's estimated gain on his IWD holdings is $2.42 Mil, reflecting a 30.11% gain to date.

Financial Strategy Network, LLC IWD ($195.83) Holding Chart

Financial Strategy Network, LLC IWD ($195.83) 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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