Tanglewood Wealth Management, Inc. IWV Holdings History
Tanglewood Wealth Management, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-06-30, Tanglewood Wealth Management, Inc. held 75,462.00 shares of iShares Russell 3000 ETF(IWV), totaling $26.49 Mil. This investment constitutes 2.61% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.17% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2013Q4. And since then Tanglewood Wealth Management, Inc. has made 11 purchases of IWV, at an average price of $124.84, for a total of 1.01 Mil shares. In addition, there have been 27 sales at an average price of $152.28 for 935,163.00 shares. Based on historical transaction data and IWV's current price of $360.68, Tanglewood Wealth Management, Inc.'s estimated gain on his IWV holdings is $43.46 Mil, reflecting a 34.44% gain to date.
Tanglewood Wealth Management, Inc. IWV ($360.68) Holding Chart
Tanglewood Wealth Management, Inc. IWV ($360.68) 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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