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 7,262 shares of IWD stock, worth $1.26 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
7,262
Previous 7,300 0.52%
Holding current value
$1.26 Million
Previous $1.21 Million 7.79%
% of portfolio
0.74%
Previous 0.74%

Shares

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

About ISHARES RUSSELL 1000 VAL ETF


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

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

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