WEALTH ALLIANCE, LLC IWD Holdings History
WEALTH ALLIANCE, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held - shares of iShares Russell 1000 Value ETF(IWD), totaling N/A. This investment constitutes 0% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q1. And since then WEALTH ALLIANCE, LLC has made 9 purchases of IWD, at an average price of $160.78, for a total of 79,469.00 shares. In addition, there have been 8 sales at an average price of $158.95 for 79,469.00 shares. Based on historical transaction data and IWD's current price of $199.03, WEALTH ALLIANCE, LLC's estimated gain on his IWD holdings is $-145,320.48, reflecting a -1.14% gain to date.
WEALTH ALLIANCE, LLC IWD ($199.03) Holding Chart
WEALTH ALLIANCE, LLC IWD ($199.03) 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
