Emergent Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Emergent Wealth Advisors, LLC

$173 Billion
Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 1,697 shares of IWD stock, worth $347,528. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,697

Previous 1,689 0.47%

Holding current value

$347,528

Previous $328 Million 5.28%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$192.76 - $203.86 $1,542 - $1,630	8 Added 0.47%	1,697 $345 Million
Q2 2025 Oct 30, 2025	BUY	$166.82 - $194.23 $1,167 - $1,359	7 Added 0.42%	1,689 $328 Million
Q1 2025 Oct 30, 2025	BUY	$182.82 - $196.21 $1,279 - $1,373	7 Added 0.42%	1,682 $317 Million
Q4 2024 Oct 30, 2025	BUY	$183.23 - $199.79 $306,910 - $334,648	1,675 New	1,675 $310 Million
Q3 2024 Dec 15, 2025	BUY	$173.36 - $189.8 $1,560 - $1,708	9 Added 0.54%	1,666 $316 Million

Q2 2024 Dec 15, 2025	BUY	$169.4 - $179.05 $5,082 - $5,371	30 Added 1.84%	1,657 $289 Million
Q1 2024 Dec 17, 2025	SELL	$161.84 - $179.11 $7,444 - $8,239	-46 Reduced 2.71%	1,651 $296 Million
Q4 2023 Dec 15, 2025	SELL	$143.69 - $165.7 $10,058 - $11,599	-70 Reduced 4.12%	1,627 $269 Million

Others Institutions Holding IWD

# of Institutions

2,002

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 Emergent Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.

Account

Emergent Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History