Founders Capital Management Ishares Russell 1000 Val ETF Transaction History

Founders Capital Management

  • $166 Million
  • Q2 2025

A detailed history of Founders Capital Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Founders Capital Management holds 1,007 shares of IWD stock, worth $203,937. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,007
Previous 984 2.34%
Holding current value
$203,937
Previous $183,000 6.56%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 18, 2025
BUY
$166.82 - $194.23 $3,836 - $4,467
23 Added 2.34%
1,007 $195,000
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $139,591 - $150,475
-920 Reduced 48.32%
984 $149,000
Q3 2022

Oct 06, 2022
SELL
$135.99 - $161.15 $11,695 - $13,858
-86 Reduced 4.32%
1,904 $0
Q2 2022

Jul 20, 2022
BUY
$140.99 - $168.41 $12,125 - $14,483
86 Added 4.52%
1,990 $288,000
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $291,045 - $309,209
1,904 New
1,904 $302,000
Q1 2019

Apr 17, 2019
SELL
N/A
-25 Closed
0 $0
Q4 2018

Jan 14, 2019
BUY
N/A
1 Added 4.17%
25 $3,000
Q3 2017

Oct 17, 2017
BUY
N/A
24
24 $3,000

Others Institutions Holding IWD

# of Institutions
1,969
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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