Wealth & Pension Services Group, Inc. IWD Holdings History
Wealth & Pension Services Group, Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2019-09-30, Wealth & Pension Services Group, Inc. held 38,595.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.95 Mil. This investment constitutes 3.93% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Wealth & Pension Services Group, Inc. has made 1 purchases of IWD, at an average price of $121.61, for a total of 68,275.00 shares. In addition, there have been 3 sales at an average price of $119.96 for 29,680.00 shares. Based on historical transaction data and IWD's current price of $194.82, Wealth & Pension Services Group, Inc.'s estimated gain on his IWD holdings is $2.78 Mil, reflecting a 33.44% gain to date.
Wealth & Pension Services Group, Inc. IWD ($194.82) Holding Chart
Wealth & Pension Services Group, Inc. IWD ($194.82) 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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