Independent Family Office, LLC IWD Holdings History
Independent Family Office, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 86,064.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $16.19 Mil. This investment constitutes 8.52% of their stock portfolio, and Independent Family Office, LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 14 purchases of IWD, at an average price of $138.12, for a total of 105,066.00 shares. In addition, there have been 6 sales at an average price of $156.55 for 19,002.00 shares. Based on historical transaction data and IWD's current price of $197.41, Independent Family Office, LLC's estimated gain on his IWD holdings is $5.45 Mil, reflecting a 37.58% gain to date.
Independent Family Office, LLC IWD ($197.41) Holding Chart
Independent Family Office, LLC IWD ($197.41) 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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