Rf&L Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Rf&L Wealth Management, LLC

$155 Billion
Q2 2025

A detailed history of Rf&L Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 8,571 shares of IWD stock, worth $1.68 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

8,571

Previous 8,705 1.54%

Holding current value

$1.68 Million

Previous $1.64 Billion 1.64%

% of portfolio

1.07%

Previous 1.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$166.82 - $194.23 $22,353 - $26,026	-134 Reduced 1.54%	8,571 $1.66 Billion
Q1 2025 Apr 21, 2025	BUY	$182.82 - $196.21 $22,852 - $24,526	125 Added 1.46%	8,705 $1.64 Billion
Q4 2024 Jan 15, 2025	BUY	$183.23 - $199.79 $36,279 - $39,558	198 Added 2.36%	8,580 $1.59 Billion
Q3 2024 Oct 16, 2024	BUY	$173.36 - $189.8 $51,141 - $55,991	295 Added 3.65%	8,382 $1.59 Billion
Q2 2024 Jul 19, 2024	BUY	$169.4 - $179.05 $60,137 - $63,562	355 Added 4.59%	8,087 $1.41 Billion
Q1 2024 Apr 30, 2024	BUY	$161.84 - $179.11 $111,184 - $123,048	687 Added 9.75%	7,732 $1.38 Billion
Q4 2023 Feb 14, 2024	SELL	$143.69 - $165.7 $34,485 - $39,768	-240 Reduced 3.29%	7,045 $1.16 Billion
Q3 2023 Nov 02, 2023	BUY	$151.73 - $163.56 $67,975 - $73,274	448 Added 6.55%	7,285 $1.11 Billion
Q2 2023 Jul 27, 2023	SELL	$148.55 - $157.83 $9,952 - $10,574	-67 Reduced 0.97%	6,837 $1.08 Billion
Q1 2023 May 03, 2023	BUY	$145.2 - $161.56 $69,260 - $77,064	477 Added 7.42%	6,904 $1.05 Billion
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $879,085 - $1.02 Million	6,427 New	6,427 $975 Million

Others Institutions Holding IWD

# of Institutions

1,931

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Rf&L Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History