David Kennon Inc Ishares Russell 1000 Val ETF Transaction History

David Kennon Inc

$241 Million
Q2 2025

A detailed history of David Kennon Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, David Kennon Inc holds 7,557 shares of IWD stock, worth $1.47 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

7,557

Previous 7,279 3.82%

Holding current value

$1.47 Million

Previous $1.37 Million 7.16%

% of portfolio

0.61%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$166.82 - $194.23 $46,375 - $53,995	278 Added 3.82%	7,557 $1.47 Million
Q1 2025 Apr 22, 2025	BUY	$182.82 - $196.21 $72,579 - $77,895	397 Added 5.77%	7,279 $1.37 Million
Q4 2024 Jan 22, 2025	BUY	$183.23 - $199.79 $45,807 - $49,947	250 Added 3.77%	6,882 $1.27 Million
Q3 2024 Oct 22, 2024	BUY	$173.36 - $189.8 $24,270 - $26,572	140 Added 2.16%	6,632 $1.26 Million
Q2 2024 Jul 25, 2024	BUY	$169.4 - $179.05 $101,809 - $107,609	601 Added 10.2%	6,492 $1.13 Million
Q1 2024 May 03, 2024	BUY	$161.84 - $179.11 $953,399 - $1.06 Million	5,891 New	5,891 $1.06 Million

Others Institutions Holding IWD

# of Institutions

1,928

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of David Kennon Inc, based on Form 13F filings with the SEC.

News

Stay updated on David Kennon Inc with notifications on news.

Account