Total Wealth Planning, LLC IWD Holdings History
Total Wealth Planning, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 23,810.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.62 Mil. This investment constitutes 0.58% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q1. And since then Total Wealth Planning, LLC has made 3 purchases of IWD, at an average price of $181.98, for a total of 25,302.00 shares. In addition, there have been 1 sales at an average price of $156.08 for 1,492.00 shares. Based on historical transaction data and IWD's current price of $195.88, Total Wealth Planning, LLC's estimated gain on his IWD holdings is $292,271.16, reflecting a 6.35% gain to date.
Total Wealth Planning, LLC IWD ($195.88) Holding Chart
Total Wealth Planning, LLC IWD ($195.88) 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
