Number of Shares
208,802.00
Current Holdings Value*
$39.29 Mil
% of Portfolio
4.35%
Total Estimate Gain
$26.19 Mil
% of Total Estimate Gain
90.50%

Nadler Financial Group, Inc.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Nadler Financial Group, Inc. held 208,802.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $39.29 Mil. This investment constitutes 4.35% of their stock portfolio, and Nadler Financial Group, Inc. now holds 0.06% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2013Q4. And since then Nadler Financial Group, Inc. has made 14 purchases of IWD, at an average price of $94.12, for a total of 307,395.00 shares. In addition, there have been 13 sales at an average price of $144.33 for 98,593.00 shares. Based on historical transaction data and IWD's current price of $195.83, Nadler Financial Group, Inc.'s estimated gain on his IWD holdings is $26.19 Mil, reflecting a 90.50% gain to date.

Nadler Financial Group, Inc. IWD ($195.83) Holding Chart

Nadler Financial Group, Inc. IWD ($195.83) 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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