Precedent Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,149 shares of IWD stock, worth $2.69 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

13,149

Previous 13,136 0.1%

Holding current value

$2.69 Million

Previous $2.67 Billion 3.42%

% of portfolio

0.58%

Previous 0.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$199.44 - $208.01 $2,592 - $2,704	13 Added 0.1%	13,149 $2.77 Billion
Q3 2025 Oct 14, 2025	SELL	$192.76 - $203.86 $13,107 - $13,862	-68 Reduced 0.51%	13,136 $2.67 Billion
Q1 2025 Apr 17, 2025	SELL	$182.82 - $196.21 $36,746 - $39,438	-201 Reduced 1.5%	13,204 $2.48 Billion
Q3 2024 Oct 17, 2024	BUY	$173.36 - $189.8 $4,680 - $5,124	27 Added 0.2%	13,405 $2.54 Billion
Q4 2023 Jan 18, 2024	BUY	$143.69 - $165.7 $1.92 Million - $2.22 Million	13,378 New	13,378 $2.21 Billion

Others Institutions Holding IWD

# of Institutions

1,996

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History