Willis Johnson & Associates, Inc. IWD Holdings History
Willis Johnson & Associates, Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Willis Johnson & Associates, Inc. held 69,795.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $13.13 Mil. This investment constitutes 0.99% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2020Q4. And since then Willis Johnson & Associates, Inc. has made 4 purchases of IWD, at an average price of $131.75, for a total of 107,725.00 shares. In addition, there have been 13 sales at an average price of $161.69 for 37,930.00 shares. Based on historical transaction data and IWD's current price of $197.50, Willis Johnson & Associates, Inc.'s estimated gain on his IWD holdings is $5.72 Mil, reflecting a 40.33% gain to date.
Willis Johnson & Associates, Inc. IWD ($197.50) Holding Chart
Willis Johnson & Associates, Inc. IWD ($197.50) 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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