Quantum Portfolio Management LLC IWD Holdings History
Quantum Portfolio Management LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Quantum Portfolio Management LLC held 19,164.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.61 Mil. This investment constitutes 1.83% of their stock portfolio, and Quantum Portfolio Management 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 Quantum Portfolio Management LLC has made 3 purchases of IWD, at an average price of $157.81, for a total of 27,621.00 shares. In addition, there have been 2 sales at an average price of $179.43 for 8,457.00 shares. Based on historical transaction data and IWD's current price of $195.88, Quantum Portfolio Management LLC's estimated gain on his IWD holdings is $912,342.84, reflecting a 20.93% gain to date.
Quantum Portfolio Management LLC IWD ($195.88) Holding Chart
Quantum Portfolio Management 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
