A detailed history of Ratio Wealth Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ratio Wealth Group holds 1,289 shares of IWD stock, worth $243,646. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,289
Previous 1,289 -0.0%
Holding current value
$243,646
Previous $213,000 7.98%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$143.69 - $165.7 $185,216 - $213,587
1,289 New
1,289 $213,000
Q2 2023

Oct 10, 2023

BUY
$148.55 - $157.83 $191,480 - $203,442
1,289 New
1,289 $203,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.