Value Equity Index Fund IWD Holdings History
Value Equity Index Fund's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Value Equity Index Fund held 14,830.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.79 Mil. This investment constitutes 1.44% of their stock portfolio, and Value Equity Index Fund now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q3. And since then Value Equity Index Fund has made 5 purchases of IWD, at an average price of $158.52, for a total of 54,181.00 shares. In addition, there have been 5 sales at an average price of $165.00 for 39,351.00 shares. Based on historical transaction data and IWD's current price of $191.48, Value Equity Index Fund's estimated gain on his IWD holdings is $744,001.63, reflecting a 8.66% gain to date.
Value Equity Index Fund IWD ($191.48) Holding Chart
Value Equity Index Fund IWD ($191.48) 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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