Widmann Financial Services, Inc. IWD Holdings History
Widmann Financial Services, Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Widmann Financial Services, Inc. held 30,615.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $5.76 Mil. This investment constitutes 4.47% of their stock portfolio, and Widmann Financial Services, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2021Q4. And since then Widmann Financial Services, Inc. has made 10 purchases of IWD, at an average price of $164.52, for a total of 31,311.00 shares. In addition, there have been 3 sales at an average price of $163.85 for 696.00 shares. Based on historical transaction data and IWD's current price of $196.30, Widmann Financial Services, Inc.'s estimated gain on his IWD holdings is $972,452.37, reflecting a 18.88% gain to date.
Widmann Financial Services, Inc. IWD ($196.30) Holding Chart
Widmann Financial Services, Inc. IWD ($196.30) 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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