Highwater Wealth Management, LLC IWD Holdings History
Highwater Wealth Management, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 8,313.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.07 Mil. This investment constitutes 4.71% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Highwater Wealth Management, LLC has made 1 purchases of IWD, at an average price of $121.53, for a total of 12,876.00 shares. In addition, there have been 5 sales at an average price of $122.03 for 4,563.00 shares. Based on historical transaction data and IWD's current price of $195.88, Highwater Wealth Management, LLC's estimated gain on his IWD holdings is $620,344.85, reflecting a 39.64% gain to date.
Highwater Wealth Management, LLC IWD ($195.88) Holding Chart
Highwater 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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