Finley Financial, LLC IWD Holdings History
Finley Financial, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 36,331.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $7.06 Mil. This investment constitutes 3.55% of their stock portfolio, and Finley Financial, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 1 purchases of IWD, at an average price of $191.80, for a total of 38,236.00 shares. In addition, there have been 1 sales at an average price of $190.45 for 1,905.00 shares. Based on historical transaction data and IWD's current price of $198.32, Finley Financial, LLC's estimated gain on his IWD holdings is $234,153.85, reflecting a 3.19% gain to date.
Finley Financial, LLC IWD ($198.32) Holding Chart
Finley Financial, LLC IWD ($198.32) 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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