Long View Wealth Management Ishares Russell 1000 Val ETF Transaction History

Long View Wealth Management

$414 Billion
Q4 2025

A detailed history of Long View Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Long View Wealth Management holds 4,085 shares of IWD stock, worth $836,567. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,085

Previous 4,084 0.02%

Holding current value

$836,567

Previous $831 Million 6.96%

% of portfolio

0.21%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$199.44 - $208.01 $199 - $208	1 Added 0.02%	4,085 $889 Million
Q3 2025 Oct 14, 2025	BUY	$192.76 - $203.86 $340,799 - $360,424	1,768 Added 76.34%	4,084 $831 Million
Q2 2025 Jul 11, 2025	BUY	$166.82 - $194.23 $110,935 - $129,162	665 Added 40.28%	2,316 $450 Million
Q1 2025 Apr 21, 2025	BUY	$182.82 - $196.21 $82,451 - $88,490	451 Added 37.58%	1,651 $311 Million
Q2 2024 Jul 22, 2024	SELL	$169.4 - $179.05 $2,710 - $2,864	-16 Reduced 1.32%	1,200 $209 Million

Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $3,722 - $4,119	-23 Reduced 1.86%	1,216 $218 Million
Q4 2023 Jan 10, 2024	BUY	$143.69 - $165.7 $178,031 - $205,302	1,239 New	1,239 $204 Million

Others Institutions Holding IWD

# of Institutions

2,008

Shares Held

266M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Long View Wealth Management Ishares Russell 1000 Val ETF Transaction History