Towerpoint Wealth, LLC IWD Holdings History
Towerpoint Wealth, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 29,017.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $5.64 Mil. This investment constitutes 2.5% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 8 purchases of IWD, at an average price of $125.71, for a total of 75,355.00 shares. In addition, there have been 21 sales at an average price of $133.37 for 46,338.00 shares. Based on historical transaction data and IWD's current price of $196.01, Towerpoint Wealth, LLC's estimated gain on his IWD holdings is $2.39 Mil, reflecting a 25.28% gain to date.
Towerpoint Wealth, LLC IWD ($196.01) Holding Chart
Towerpoint Wealth, LLC IWD ($196.01) 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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