Copia Wealth Management Ishares Russell 1000 Val ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Copia Wealth Management holds 909 shares of IWD stock, worth $184,090. This represents 0.14% of its overall portfolio holdings.

Number of Shares
909
Previous 1,055 13.84%
Holding current value
$184,090
Previous $205 Million 9.69%
% of portfolio
0.14%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$192.76 - $203.86 $28,142 - $29,763
-146 Reduced 13.84%
909 $185 Million
Q4 2024

Mar 06, 2025
BUY
$183.23 - $199.79 $193,307 - $210,778
1,055 New
1,055 $195 Million

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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