LWMG, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2024-09-30, LWMG, LLC held 180,085.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $34.18 Mil. This investment constitutes 6.5% of their stock portfolio, and LWMG, LLC now holds 0.06% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q4. And since then LWMG, LLC has made 7 purchases of IWD, at an average price of $157.79, for a total of 180,085.00 shares. Based on historical transaction data and IWD's current price of $195.88, LWMG, LLC's estimated gain on his IWD holdings is $6.86 Mil, reflecting a 24.14% gain to date.
LWMG, LLC IWD ($195.88) Holding Chart
LWMG, LLC 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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