SUMMIT WEALTH & RETIREMENT PLANNING, INC. IWD Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 61,519.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $11.58 Mil. This investment constitutes 3.55% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 13 purchases of IWD, at an average price of $138.18, for a total of 83,106.00 shares. In addition, there have been 12 sales at an average price of $158.09 for 21,587.00 shares. Based on historical transaction data and IWD's current price of $197.45, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his IWD holdings is $4.08 Mil, reflecting a 35.49% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. IWD ($197.45) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. IWD ($197.45) 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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