SONATA CAPITAL GROUP INC IWD Holdings History
SONATA CAPITAL GROUP INC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, SONATA CAPITAL GROUP INC held 64,857.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $12.20 Mil. This investment constitutes 5.32% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 24 purchases of IWD, at an average price of $120.72, for a total of 72,122.00 shares. In addition, there have been 7 sales at an average price of $139.35 for 7,265.00 shares. Based on historical transaction data and IWD's current price of $196.01, SONATA CAPITAL GROUP INC's estimated gain on his IWD holdings is $5.02 Mil, reflecting a 57.64% gain to date.
SONATA CAPITAL GROUP INC IWD ($196.01) Holding Chart
SONATA CAPITAL GROUP INC IWD ($196.01) 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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