Relyea Zuckerberg Hanson LLC IWD Holdings History
Relyea Zuckerberg Hanson LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Relyea Zuckerberg Hanson LLC held 216,465.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $40.73 Mil. This investment constitutes 5.49% of their stock portfolio, and Relyea Zuckerberg Hanson LLC now holds 0.07% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then Relyea Zuckerberg Hanson LLC has made 16 purchases of IWD, at an average price of $150.78, for a total of 236,957.00 shares. In addition, there have been 5 sales at an average price of $155.13 for 20,492.00 shares. Based on historical transaction data and IWD's current price of $196.30, Relyea Zuckerberg Hanson LLC's estimated gain on his IWD holdings is $9.94 Mil, reflecting a 27.83% gain to date.
Relyea Zuckerberg Hanson LLC IWD ($196.30) Holding Chart
Relyea Zuckerberg Hanson 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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