SMI Advisory Services, LLC IWD Holdings History
SMI Advisory Services, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, SMI Advisory Services, LLC held - shares of iShares Russell 1000 Value ETF(IWD), totaling N/A. This investment constitutes 0% of their stock portfolio, and SMI Advisory Services, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q1. And since then SMI Advisory Services, LLC has made 2 purchases of IWD, at an average price of $163.98, for a total of 225,046.00 shares. In addition, there have been 2 sales at an average price of $170.34 for 225,046.00 shares. Based on historical transaction data and IWD's current price of $198.76, SMI Advisory Services, LLC's estimated gain on his IWD holdings is $1.43 Mil, reflecting a 3.87% gain to date.
SMI Advisory Services, LLC IWD ($198.76) Holding Chart
SMI Advisory Services, LLC IWD ($198.76) 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
