A detailed history of Towercrest Capital Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Towercrest Capital Management holds 3,093 shares of IWD stock, worth $606,568. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,093
Previous 3,093 -0.0%
Holding current value
$606,568
Previous $539,000 8.91%
% of portfolio
0.09%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$169.4 - $179.05 $5,082 - $5,371
-30 Reduced 0.96%
3,093 $539,000
Q1 2024

May 09, 2024

SELL
$161.84 - $179.11 $48,066 - $53,195
-297 Reduced 8.68%
3,123 $559,000
Q4 2023

Feb 08, 2024

SELL
$143.69 - $165.7 $63,654 - $73,405
-443 Reduced 11.47%
3,420 $565,000
Q3 2023

Nov 13, 2023

BUY
$151.73 - $163.56 $19,117 - $20,608
126 Added 3.37%
3,863 $586,000
Q2 2023

Aug 04, 2023

BUY
$148.55 - $157.83 $89,278 - $94,855
601 Added 19.16%
3,737 $589,000
Q2 2022

Aug 11, 2022

SELL
$140.99 - $168.41 $18,610 - $22,230
-132 Reduced 4.04%
3,136 $455,000
Q3 2021

Dec 10, 2021

BUY
$154.62 - $164.07 $22,110 - $23,462
143 Added 4.58%
3,268 $511,000
Q2 2021

Aug 13, 2021

SELL
$152.86 - $162.4 $17,426 - $18,513
-114 Reduced 3.52%
3,125 $496,000
Q1 2021

May 14, 2021

BUY
$134.89 - $153.0 $33,587 - $38,097
249 Added 8.33%
3,239 $491,000
Q3 2020

Nov 13, 2020

SELL
$111.27 - $124.26 $13,908 - $15,532
-125 Reduced 4.01%
2,990 $353,000
Q2 2020

Aug 13, 2020

BUY
$94.52 - $125.14 $34,405 - $45,550
364 Added 13.23%
3,115 $351,000
Q1 2020

May 14, 2020

BUY
$85.17 - $138.52 $13,031 - $21,193
153 Added 5.89%
2,751 $273,000
Q2 2018

Aug 14, 2018

BUY
N/A
2,598 New
2,598 $315,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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