Golden State Wealth Management, LLC IWD Holdings History
Golden State Wealth Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 25,697.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.84 Mil. This investment constitutes 0.72% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 8 purchases of IWD, at an average price of $177.74, for a total of 29,548.00 shares. In addition, there have been 5 sales at an average price of $123.02 for 3,851.00 shares. Based on historical transaction data and IWD's current price of $195.88, Golden State Wealth Management, LLC's estimated gain on his IWD holdings is $255,303.45, reflecting a 4.86% gain to date.
Golden State Wealth Management, LLC IWD ($195.88) Holding Chart
Golden State 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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