Serenus Wealth Advisors, LLC IWD Holdings History
Serenus Wealth Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 19,737.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.71 Mil. This investment constitutes 0.62% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Serenus Wealth Advisors, LLC has made 1 purchases of IWD, at an average price of $191.40, for a total of 19,737.00 shares. Based on historical transaction data and IWD's current price of $195.88, Serenus Wealth Advisors, LLC's estimated gain on his IWD holdings is $88,445.70, reflecting a 2.34% gain to date.
Serenus Wealth Advisors, LLC IWD ($195.88) Holding Chart
Serenus Wealth Advisors, LLC IWD ($195.88) 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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