NESTEGG ADVISORS, INC. IWD Holdings History
Number of Shares
76,069.00
Current Holdings Value*
$14.31 Mil
% of Portfolio
15.21%
Total Estimate Gain
$490,289.02
% of Total Estimate Gain
3.32%
NESTEGG ADVISORS, INC.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, NESTEGG ADVISORS, INC. held 76,069.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $14.31 Mil. This investment constitutes 15.21% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $190.45 for 792.00 shares. Based on historical transaction data and IWD's current price of $198.32, NESTEGG ADVISORS, INC.'s estimated gain on his IWD holdings is $490,289.02, reflecting a 3.32% gain to date.
NESTEGG ADVISORS, INC. IWD ($198.32) Holding Chart
NESTEGG ADVISORS, INC. IWD ($198.32) 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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