Waldron Private Wealth LLC IWD Holdings History
Waldron Private Wealth LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 869,533.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $163.61 Mil. This investment constitutes 7.72% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.26% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2013Q4. And since then Waldron Private Wealth LLC has made 22 purchases of IWD, at an average price of $113.93, for a total of 1.40 Mil shares. In addition, there have been 14 sales at an average price of $129.20 for 534,763.00 shares. Based on historical transaction data and IWD's current price of $196.78, Waldron Private Wealth LLC's estimated gain on his IWD holdings is $80.20 Mil, reflecting a 50.13% gain to date.
Waldron Private Wealth LLC IWD ($196.78) Holding Chart
Waldron Private Wealth LLC IWD ($196.78) 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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