Tandem Financial, LLC IWD Holdings History
Tandem Financial, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Tandem Financial, LLC held 37,504.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $7.06 Mil. This investment constitutes 7.63% of their stock portfolio, and Tandem Financial, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Tandem Financial, LLC has made 1 purchases of IWD, at an average price of $191.84, for a total of 37,504.00 shares. Based on historical transaction data and IWD's current price of $198.77, Tandem Financial, LLC's estimated gain on his IWD holdings is $260,033.89, reflecting a 3.61% gain to date.
Tandem Financial, LLC IWD ($198.77) Holding Chart
Tandem Financial, LLC IWD ($198.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
