Accurate Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,387 shares of IWD stock, worth $898,413. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,387
Previous 4,387 -0.0%
Holding current value
$898,413
Previous $893,000 0.56%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$166.82 - $194.23 $33,364 - $38,846
200 Added 4.78%
4,387 $852,000
Q1 2025

Apr 14, 2025
SELL
$182.82 - $196.21 $38,940 - $41,792
-213 Reduced 4.84%
4,187 $779,000
Q4 2024

Jan 14, 2025
SELL
$183.23 - $199.79 $377,270 - $411,367
-2,059 Reduced 31.88%
4,400 $814,000
Q3 2024

Oct 17, 2024
SELL
$173.36 - $189.8 $44,726 - $48,968
-258 Reduced 3.84%
6,459 $1.23 Million
Q2 2024

Jul 17, 2024
BUY
$169.4 - $179.05 $34,049 - $35,989
201 Added 3.08%
6,717 $1.17 Million
Q1 2024

Apr 22, 2024
SELL
$161.84 - $179.11 $809 - $895
-5 Reduced 0.08%
6,516 $1.17 Million
Q4 2023

Jan 12, 2024
BUY
$143.69 - $165.7 $326,176 - $376,139
2,270 Added 53.4%
6,521 $1.08 Million
Q3 2023

Oct 23, 2023
SELL
$151.73 - $163.56 $4,096 - $4,416
-27 Reduced 0.63%
4,251 $645,000
Q2 2023

Jul 24, 2023
BUY
$148.55 - $157.83 $4,010 - $4,261
27 Added 0.64%
4,278 $675,000
Q4 2022

Jan 11, 2023
SELL
$136.78 - $158.99 $8,480 - $9,857
-62 Reduced 1.44%
4,251 $0
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $71,394 - $84,603
525 Added 13.86%
4,313 $1.13 Million
Q2 2022

Aug 04, 2022
BUY
$140.99 - $168.41 $534,070 - $637,937
3,788 New
3,788 $559,000

Others Institutions Holding IWD

# of Institutions
2,006
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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