New Legacy Group, LLC IWD Holdings History
Number of Shares
10,635.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
4.41%
Total Estimate Gain
$350,210.55
% of Total Estimate Gain
20.16%
New Legacy Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2023-09-30, New Legacy Group, LLC held 10,635.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.61 Mil. This investment constitutes 4.41% of their stock portfolio, and New Legacy Group, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and IWD's current price of $196.30, New Legacy Group, LLC's estimated gain on his IWD holdings is $350,210.55, reflecting a 20.16% gain to date.
New Legacy Group, LLC IWD ($196.30) Holding Chart
New Legacy Group, LLC IWD ($196.30) 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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