Fortress Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Fortress Financial Group, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Fortress Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fortress Financial Group, LLC holds 12,553 shares of IWD stock, worth $2.5 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
12,553
Previous 13,150 4.54%
Holding current value
$2.5 Million
Previous $2.47 Billion 1.46%
% of portfolio
2.07%
Previous 2.47%

Shares

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

Aug 14, 2025
SELL
$166.82 - $194.23 $99,591 - $115,955
-597 Reduced 4.54%
12,553 $2.44 Billion
Q1 2025

Apr 11, 2025
BUY
$182.82 - $196.21 $8,226 - $8,829
45 Added 0.34%
13,150 $2.47 Billion
Q4 2024

Feb 05, 2025
BUY
$183.23 - $199.79 $2.4 Million - $2.62 Million
13,105 New
13,105 $2.43 Billion

Others Institutions Holding IWD

# of Institutions
1,948
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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