SAXON INTERESTS, INC. IWD Holdings History
SAXON INTERESTS, INC.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, SAXON INTERESTS, INC. held 25,322.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.76 Mil. This investment constitutes 2.23% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then SAXON INTERESTS, INC. has made 8 purchases of IWD, at an average price of $169.10, for a total of 45,332.00 shares. In addition, there have been 5 sales at an average price of $155.10 for 20,010.00 shares. Based on historical transaction data and IWD's current price of $195.83, SAXON INTERESTS, INC.'s estimated gain on his IWD holdings is $396,962.72, reflecting a 5.18% gain to date.
SAXON INTERESTS, INC. IWD ($195.83) Holding Chart
SAXON INTERESTS, INC. IWD ($195.83) 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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