A detailed history of Crumly & Associates Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Crumly & Associates Inc. holds 1,383 shares of IWD stock, worth $283,224. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,383
Previous 1,386 0.22%
Holding current value
$283,224
Previous $282,000 0.35%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jan 14, 2026

SELL
$199.44 - $208.01 $598 - $624
-3 Reduced 0.22%
1,383 $283,000
Q3 2025

Nov 03, 2025

SELL
$192.76 - $203.86 $582,713 - $616,268
-3,023 Reduced 68.56%
1,386 $282,000
Q2 2025

Jul 02, 2025

BUY
$166.82 - $194.23 $735,509 - $856,360
4,409 New
4,409 $852,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Crumly & Associates Inc. Portfolio

Follow Crumly & Associates 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 Crumly & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crumly & Associates Inc. with notifications on news.