Resurgent Financial Advisors LLC IWD Holdings History
Resurgent Financial Advisors LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Resurgent Financial Advisors LLC held 21,084.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.97 Mil. This investment constitutes 2.38% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q1. And since then Resurgent Financial Advisors LLC has made 7 purchases of IWD, at an average price of $162.10, for a total of 41,782.00 shares. In addition, there have been 5 sales at an average price of $171.12 for 20,698.00 shares. Based on historical transaction data and IWD's current price of $196.08, Resurgent Financial Advisors LLC's estimated gain on his IWD holdings is $903,079.20, reflecting a 13.33% gain to date.
Resurgent Financial Advisors LLC IWD ($196.08) Holding Chart
Resurgent Financial Advisors LLC IWD ($196.08) 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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