Waterloo Capital, L.P. IWD Holdings History
Waterloo Capital, L.P.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Waterloo Capital, L.P. held 143,645.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $27.03 Mil. This investment constitutes 2.51% of their stock portfolio, and Waterloo Capital, L.P. now holds 0.04% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q1. And since then Waterloo Capital, L.P. has made 6 purchases of IWD, at an average price of $164.14, for a total of 168,555.00 shares. In addition, there have been 3 sales at an average price of $171.03 for 24,910.00 shares. Based on historical transaction data and IWD's current price of $195.88, Waterloo Capital, L.P.'s estimated gain on his IWD holdings is $4.73 Mil, reflecting a 17.10% gain to date.
Waterloo Capital, L.P. IWD ($195.88) Holding Chart
Waterloo Capital, L.P. IWD ($195.88) 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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