HMS Capital Management, LLC IWD Holdings History
HMS Capital Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, HMS Capital Management, LLC held 10,773.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.09 Mil. This investment constitutes 0.94% of their stock portfolio, and HMS Capital Management, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q1. And since then HMS Capital Management, LLC has made 6 purchases of IWD, at an average price of $152.71, for a total of 82,966.00 shares. In addition, there have been 12 sales at an average price of $169.43 for 72,193.00 shares. Based on historical transaction data and IWD's current price of $199.03, HMS Capital Management, LLC's estimated gain on his IWD holdings is $1.71 Mil, reflecting a 13.47% gain to date.
HMS Capital Management, LLC IWD ($199.03) Holding Chart
HMS Capital Management, LLC IWD ($199.03) 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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