Strategic Wealth Partners Group, LLC IWD Holdings History
Strategic Wealth Partners Group, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 437,499.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $78.36 Mil. This investment constitutes 8.65% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 20 purchases of IWD, at an average price of $132.95, for a total of 572,566.00 shares. In addition, there have been 3 sales at an average price of $123.38 for 135,067.00 shares. Based on historical transaction data and IWD's current price of $199.03, Strategic Wealth Partners Group, LLC's estimated gain on his IWD holdings is $27.62 Mil, reflecting a 36.28% gain to date.
Strategic Wealth Partners Group, LLC IWD ($199.03) Holding Chart
Strategic Wealth Partners Group, LLC IWD ($199.03) 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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