RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC IWD Holdings History
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held 9,270.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.66 Mil. This investment constitutes 0.68% of their stock portfolio, and RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q4. And since then RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC has made 1 purchases of IWD, at an average price of $166.86, for a total of 18,444.00 shares. In addition, there have been 2 sales at an average price of $172.70 for 9,174.00 shares. Based on historical transaction data and IWD's current price of $198.32, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's estimated gain on his IWD holdings is $345,148.50, reflecting a 11.21% gain to date.
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC IWD ($198.32) Holding Chart
RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 % | |||
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