W ADVISORS, LLC IWD Holdings History
W ADVISORS, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 12,704.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $2.39 Mil. This investment constitutes 1.5% of their stock portfolio, and W ADVISORS, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 6 purchases of IWD, at an average price of $163.42, for a total of 27,481.00 shares. In addition, there have been 7 sales at an average price of $166.68 for 14,777.00 shares. Based on historical transaction data and IWD's current price of $196.26, W ADVISORS, LLC's estimated gain on his IWD holdings is $465,503.79, reflecting a 10.37% gain to date.
W ADVISORS, LLC IWD ($196.26) Holding Chart
W ADVISORS, LLC IWD ($196.26) 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
