INVESTMENT PARTNERS, LTD. IWD Holdings History
INVESTMENT PARTNERS, LTD.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, INVESTMENT PARTNERS, LTD. held 55,635.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $10.47 Mil. This investment constitutes 4.34% of their stock portfolio, and INVESTMENT PARTNERS, LTD. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2014Q4. And since then INVESTMENT PARTNERS, LTD. has made 14 purchases of IWD, at an average price of $120.81, for a total of 82,113.00 shares. In addition, there have been 17 sales at an average price of $153.34 for 26,478.00 shares. Based on historical transaction data and IWD's current price of $195.88, INVESTMENT PARTNERS, LTD.'s estimated gain on his IWD holdings is $5.04 Mil, reflecting a 50.79% gain to date.
INVESTMENT PARTNERS, LTD. IWD ($195.88) Holding Chart
INVESTMENT PARTNERS, LTD. 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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