A detailed history of Cornell Pochily Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cornell Pochily Investment Advisors, Inc. holds 3,414 shares of IWD stock, worth $669,519. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,414
Previous 3,214 6.22%
Holding current value
$669,519
Previous $560,000 15.54%
% of portfolio
0.23%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$173.36 - $189.8 $34,672 - $37,960
200 Added 6.22%
3,414 $647,000
Q2 2024

Jul 17, 2024

BUY
$169.4 - $179.05 $56,579 - $59,802
334 Added 11.6%
3,214 $560,000
Q3 2023

Oct 13, 2023

SELL
$151.73 - $163.56 $3,793 - $4,089
-25 Reduced 0.86%
2,880 $437,000
Q2 2023

Jul 20, 2023

SELL
$148.55 - $157.83 $2,971 - $3,156
-20 Reduced 0.68%
2,905 $458,000
Q4 2022

Feb 01, 2023

BUY
$136.78 - $158.99 $68,390 - $79,495
500 Added 20.62%
2,925 $443,000
Q2 2021

Jul 23, 2021

BUY
$152.86 - $162.4 $370,685 - $393,820
2,425 New
2,425 $385,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Cornell Pochily Investment Advisors, Inc. Portfolio

Follow Cornell Pochily Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornell Pochily Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornell Pochily Investment Advisors, Inc. with notifications on news.