STAGE HARBOR FINANCIAL, LLC IWD Holdings History
STAGE HARBOR FINANCIAL, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 20,279.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.82 Mil. This investment constitutes 3.23% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 1 purchases of IWD, at an average price of $154.51, for a total of 21,792.00 shares. In addition, there have been 2 sales at an average price of $182.93 for 1,513.00 shares. Based on historical transaction data and IWD's current price of $198.32, STAGE HARBOR FINANCIAL, LLC's estimated gain on his IWD holdings is $931,525.40, reflecting a 27.67% gain to date.
STAGE HARBOR FINANCIAL, LLC IWD ($198.32) Holding Chart
STAGE HARBOR FINANCIAL, LLC IWD ($198.32) 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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