Stone Asset Management Inc. IWD Holdings History
Stone Asset Management Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 13,880.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.11 Mil. This investment constitutes 3.38% of their stock portfolio, and Stone Asset Management Inc. now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 3 purchases of IWD, at an average price of $161.94, for a total of 49,972.00 shares. In addition, there have been 2 sales at an average price of $153.83 for 36,092.00 shares. Based on historical transaction data and IWD's current price of $197.41, Stone Asset Management Inc.'s estimated gain on his IWD holdings is $199,772.97, reflecting a 2.47% gain to date.
Stone Asset Management Inc. IWD ($197.41) Holding Chart
Stone Asset Management Inc. IWD ($197.41) 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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