Formidable Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Formidable Asset Management, LLC

  • $654 Million
  • Q3 2025

A detailed history of Formidable Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Formidable Asset Management, LLC holds 1,425 shares of IWD stock, worth $288,591. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,425
Previous 1,427 0.14%
Holding current value
$288,591
Previous $277,000 4.69%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 29, 2025
SELL
$192.76 - $203.86 $385 - $407
-2 Reduced 0.14%
1,425 $290,000
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $12,481 - $13,665
-72 Reduced 4.8%
1,427 $270,000
Q2 2024

Aug 08, 2024
BUY
$169.4 - $179.05 $46,415 - $49,059
274 Added 22.37%
1,499 $261,000
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $198,254 - $219,409
1,225 New
1,225 $219,000
Q2 2022

Aug 16, 2022
SELL
$140.99 - $168.41 $184,414 - $220,280
-1,308 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
$154.62 - $164.07 $164,206 - $174,242
-1,062 Reduced 44.81%
1,308 $205,000
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $362,278 - $384,888
2,370 New
2,370 $374,000
Q2 2021

Aug 06, 2021
SELL
$152.86 - $162.4 $199,940 - $212,419
-1,308 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$134.89 - $153.0 $176,436 - $200,124
1,308 New
1,308 $200,000
Q1 2020

Jun 01, 2020
SELL
$85.17 - $138.52 $135,760 - $220,800
-1,594 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$123.85 - $136.67 $37,155 - $41,000
-300 Reduced 15.84%
1,594 $220,000
Q2 2019

Oct 15, 2019
BUY
N/A
1,894 New
1,894 $243,000
Q4 2017

Feb 13, 2018
SELL
N/A
-2,064 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
2,064
2,064 $245,000

Others Institutions Holding IWD

# of Institutions
1,977
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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