StoneX Group Inc. IWD Holdings History

Number of Shares
333,681.00
Current Holdings Value*
$62.79 Mil
% of Portfolio
3.98%
Total Estimate Gain
$13.12 Mil
% of Total Estimate Gain
18.90%

StoneX Group Inc.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, StoneX Group Inc. held 333,681.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $62.79 Mil. This investment constitutes 3.98% of their stock portfolio, and StoneX Group Inc. now holds 0.1% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2018Q2. And since then StoneX Group Inc. has made 12 purchases of IWD, at an average price of $158.25, for a total of 438,504.00 shares. In addition, there have been 3 sales at an average price of $163.59 for 104,823.00 shares. Based on historical transaction data and IWD's current price of $195.88, StoneX Group Inc.'s estimated gain on his IWD holdings is $13.12 Mil, reflecting a 18.90% gain to date.

StoneX Group Inc. IWD ($195.88) Holding Chart

StoneX Group Inc. 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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