A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,971 shares of IWD stock, worth $581,305. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,971
Previous 3,079 3.51%
Holding current value
$581,305
Previous $579 Million 0.39%
% of portfolio
0.38%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

SELL
$166.82 - $194.23 $18,016 - $20,976
-108 Reduced 3.51%
2,971 $577 Million
Q1 2025

Apr 28, 2025

BUY
$182.82 - $196.21 $2,559 - $2,746
14 Added 0.46%
3,079 $579 Million
Q4 2024

Feb 07, 2025

BUY
$183.23 - $199.79 $561,599 - $612,356
3,065 New
3,065 $567 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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