Sylvest Advisors, LLC IWD Holdings History
Sylvest Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Sylvest Advisors, LLC held 104,559.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $20.31 Mil. This investment constitutes 11.7% of their stock portfolio, and Sylvest Advisors, LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Sylvest Advisors, LLC has made 2 purchases of IWD, at an average price of $191.80, for a total of 104,559.00 shares. Based on historical transaction data and IWD's current price of $195.83, Sylvest Advisors, LLC's estimated gain on his IWD holdings is $421,529.10, reflecting a 2.10% gain to date.
Sylvest Advisors, LLC IWD ($195.83) Holding Chart
Sylvest Advisors, LLC IWD ($195.83) 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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