Accretive Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Accretive Wealth Partners, LLC

  • $312 Million
  • Q3 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 2,161 shares of IWD stock, worth $442,551. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,161
Previous 2,161 -0.0%
Holding current value
$442,551
Previous $419,000 4.77%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 29, 2025
SELL
$166.82 - $194.23 $31,695 - $36,903
-190 Reduced 8.08%
2,161 $419,000
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $429,809 - $461,289
2,351 New
2,351 $442,000

Others Institutions Holding IWD

# of Institutions
1,992
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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