Flaharty Asset Management, LLC IWD Holdings History
Flaharty Asset Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Flaharty Asset Management, LLC held 206,816.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $38.91 Mil. This investment constitutes 5.62% of their stock portfolio, and Flaharty Asset Management, LLC now holds 0.06% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Flaharty Asset Management, LLC has made 17 purchases of IWD, at an average price of $132.07, for a total of 263,324.00 shares. In addition, there have been 11 sales at an average price of $164.36 for 56,508.00 shares. Based on historical transaction data and IWD's current price of $194.13, Flaharty Asset Management, LLC's estimated gain on his IWD holdings is $14.66 Mil, reflecting a 42.16% gain to date.
Flaharty Asset Management, LLC IWD ($194.13) Holding Chart
Flaharty Asset Management, LLC IWD ($194.13) 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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