Ethos Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 7,155 shares of IWD stock, worth $1.47 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,155

Previous 7,182 0.38%

Holding current value

$1.47 Million

Previous $1.39 Million 4.45%

% of portfolio

0.13%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$192.76 - $203.86 $5,204 - $5,504	-27 Reduced 0.38%	7,155 $1.46 Million
Q2 2025 Aug 06, 2025	SELL	$166.82 - $194.23 $1.44 Million - $1.68 Million	-8,630 Reduced 54.58%	7,182 $1.39 Million
Q1 2025 May 13, 2025	BUY	$182.82 - $196.21 $1.78 Million - $1.91 Million	9,743 Added 160.54%	15,812 $2.98 Million
Q4 2024 Feb 06, 2025	BUY	$183.23 - $199.79 $1.11 Million - $1.21 Million	6,069 New	6,069 $1.12 Million
Q4 2022 Feb 09, 2023	BUY	$136.78 - $158.99 $235,261 - $273,462	1,720 New	1,720 $261 Million

Others Institutions Holding IWD

# of Institutions

1,995

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

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Ethos Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History