LWM ADVISORS INC IWD Holdings History
LWM ADVISORS INC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 114,359.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $22.21 Mil. This investment constitutes 21.36% of their stock portfolio, and LWM ADVISORS INC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $189.91 for 4,049.00 shares. Based on historical transaction data and IWD's current price of $194.82, LWM ADVISORS INC's estimated gain on his IWD holdings is $330,599.15, reflecting a 1.46% gain to date.
LWM ADVISORS INC IWD ($194.82) Holding Chart
LWM ADVISORS INC IWD ($194.82) 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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