KDK Private Wealth Management, LLC IWV Holdings History
KDK Private Wealth Management, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 44,557.00 shares of iShares Russell 3000 ETF(IWV), totaling $14.15 Mil. This investment constitutes 16.12% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.1% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2024Q4. And since then KDK Private Wealth Management, LLC has made 1 purchases of IWV, at an average price of $336.76, for a total of 44,557.00 shares. Based on historical transaction data and IWV's current price of $352.92, KDK Private Wealth Management, LLC's estimated gain on his IWV holdings is $719,952.24, reflecting a 4.80% gain to date.
KDK Private Wealth Management, LLC IWV ($352.92) Holding Chart
KDK Private Wealth Management, LLC IWV ($352.92) 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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