INSIGHT 2811, INC. IWD Holdings History

Number of Shares
59,566.00
Current Holdings Value*
$11.21 Mil
% of Portfolio
5.68%
Total Estimate Gain
$5.61 Mil
% of Total Estimate Gain
24.10%

INSIGHT 2811, INC.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, INSIGHT 2811, INC. held 59,566.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $11.21 Mil. This investment constitutes 5.68% of their stock portfolio, and INSIGHT 2811, INC. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2013Q4. And since then INSIGHT 2811, INC. has made 19 purchases of IWD, at an average price of $119.61, for a total of 194,724.00 shares. In addition, there have been 18 sales at an average price of $128.31 for 135,158.00 shares. Based on historical transaction data and IWD's current price of $194.13, INSIGHT 2811, INC.'s estimated gain on his IWD holdings is $5.61 Mil, reflecting a 24.10% gain to date.

INSIGHT 2811, INC. IWD ($194.13) Holding Chart

INSIGHT 2811, INC. 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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