A detailed history of Roundview Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Roundview Capital LLC holds 1,185 shares of IWD stock, worth $229,013. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,185
Previous 1,196 0.92%
Holding current value
$229,013
Previous $208,000 7.69%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$173.36 - $189.8 $1,906 - $2,087
-11 Reduced 0.92%
1,185 $224,000
Q1 2024

May 06, 2024

BUY
$161.84 - $179.11 $193,560 - $214,215
1,196 New
1,196 $214,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Roundview Capital LLC Portfolio

Follow Roundview Capital LLC 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 Roundview Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roundview Capital LLC with notifications on news.