A detailed history of Tyler Stone Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,130 shares of IWD stock, worth $424,125. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,130
Previous 1,065 100.0%
Holding current value
$424,125
Previous $185,000 118.38%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 04, 2024

BUY
$173.36 - $189.8 $184,628 - $202,137
1,065 Added 100.0%
2,130 $404,000
Q2 2023

Aug 14, 2023

SELL
$148.55 - $157.83 $25,253 - $26,831
-170 Reduced 13.77%
1,065 $168,000
Q3 2022

Nov 14, 2022

SELL
$135.99 - $161.15 $1,223 - $1,450
-9 Reduced 0.72%
1,235 $168,000
Q1 2022

May 12, 2022

SELL
$157.15 - $170.51 $31,430 - $34,102
-200 Reduced 13.85%
1,244 $206,000
Q4 2021

Feb 22, 2022

BUY
$157.12 - $168.08 $226,881 - $242,707
1,444 New
1,444 $242,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.