Millstone Evans Group, LLC IWD Holdings History
Millstone Evans Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Millstone Evans Group, LLC held 860.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $161,820.00. This investment constitutes 0.11% of their stock portfolio, and Millstone Evans Group, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Millstone Evans Group, LLC has made 1 purchases of IWD, at an average price of $190.64, for a total of 860.00 shares. Based on historical transaction data and IWD's current price of $195.88, Millstone Evans Group, LLC's estimated gain on his IWD holdings is $4,506.24, reflecting a 2.75% gain to date.
Millstone Evans Group, LLC IWD ($195.88) Holding Chart
Millstone Evans Group, 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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