Aegis Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 4,699 shares of IWD stock, worth $962,308. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,699
Previous 7,471 37.1%
Holding current value
$962,308
Previous $1.52 Billion 35.02%
% of portfolio
0.56%
Previous 0.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$199.44 - $208.01 $552,847 - $576,603
-2,772 Reduced 37.1%
4,699 $988 Million
Q3 2025

Nov 05, 2025
SELL
$192.76 - $203.86 $209,915 - $222,003
-1,089 Reduced 12.72%
7,471 $1.52 Billion
Q4 2024

Mar 07, 2025
BUY
$183.23 - $199.79 $1.57 Million - $1.71 Million
8,560 New
8,560 $1.58 Billion

Others Institutions Holding IWD

# of Institutions
2,028
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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