Prosperity Consulting Group, LLC IWD Holdings History
Prosperity Consulting Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 3,362.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $632,610.00. This investment constitutes 0.05% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q3. And since then Prosperity Consulting Group, LLC has made 3 purchases of IWD, at an average price of $170.80, for a total of 34,850.00 shares. In addition, there have been 4 sales at an average price of $179.46 for 31,488.00 shares. Based on historical transaction data and IWD's current price of $195.88, Prosperity Consulting Group, LLC's estimated gain on his IWD holdings is $357,083.01, reflecting a 6.00% gain to date.
Prosperity Consulting Group, LLC IWD ($195.88) Holding Chart
Prosperity Consulting 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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