TRUE Private Wealth Advisors IWD Holdings History
TRUE Private Wealth Advisors's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 143,676.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $27.03 Mil. This investment constitutes 3.28% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.04% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then TRUE Private Wealth Advisors has made 16 purchases of IWD, at an average price of $134.32, for a total of 296,644.00 shares. In addition, there have been 12 sales at an average price of $156.69 for 152,968.00 shares. Based on historical transaction data and IWD's current price of $194.13, TRUE Private Wealth Advisors's estimated gain on his IWD holdings is $12.01 Mil, reflecting a 30.15% gain to date.
TRUE Private Wealth Advisors IWD ($194.13) Holding Chart
TRUE Private Wealth Advisors IWD ($194.13) 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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