Premier Path Wealth Partners, LLC IWD Holdings History
Premier Path Wealth Partners, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Premier Path Wealth Partners, LLC held 20,249.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.81 Mil. This investment constitutes 0.59% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 1 purchases of IWD, at an average price of $164.26, for a total of 49,127.00 shares. In addition, there have been 4 sales at an average price of $179.98 for 28,878.00 shares. Based on historical transaction data and IWD's current price of $198.32, Premier Path Wealth Partners, LLC's estimated gain on his IWD holdings is $1.14 Mil, reflecting a 14.17% gain to date.
Premier Path Wealth Partners, LLC IWD ($198.32) Holding Chart
Premier Path Wealth Partners, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
