Wetzel Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Wetzel Investment Advisors, Inc.

$203 Million
Q3 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 6,373 shares of IWD stock, worth $1.31 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

6,373

Previous 6,426 0.82%

Holding current value

$1.31 Million

Previous $1.25 Million 3.93%

% of portfolio

0.64%

Previous 0.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$192.76 - $203.86 $10,216 - $10,804	-53 Reduced 0.82%	6,373 $1.3 Million
Q2 2025 Jul 18, 2025	SELL	$166.82 - $194.23 $52,715 - $61,376	-316 Reduced 4.69%	6,426 $1.25 Million
Q1 2025 Apr 22, 2025	SELL	$182.82 - $196.21 $77,698 - $83,389	-425 Reduced 5.93%	6,742 $1.27 Million
Q4 2024 Jan 22, 2025	SELL	$183.23 - $199.79 $15,941 - $17,381	-87 Reduced 1.2%	7,167 $1.33 Million
Q3 2024 Oct 29, 2024	SELL	$173.36 - $189.8 $4,334 - $4,745	-25 Reduced 0.34%	7,254 $1.38 Million
Q2 2024 Aug 07, 2024	BUY	$169.4 - $179.05 $2,879 - $3,043	17 Added 0.23%	7,279 $1.27 Million
Q1 2024 Apr 23, 2024	SELL	$161.84 - $179.11 $6,149 - $6,806	-38 Reduced 0.52%	7,262 $1.3 Million
Q4 2023 Jan 31, 2024	BUY	$143.69 - $165.7 $1.05 Million - $1.21 Million	7,300 New	7,300 $1.21 Million

Others Institutions Holding IWD

# of Institutions

1,991

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History