Fortis Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fortis Capital Advisors, LLC

  • $677 Billion
  • Q4 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 3,198 shares of IWD stock, worth $654,918. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,198
Previous 2,199 45.43%
Holding current value
$654,918
Previous $448 Million 50.25%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Jan 27, 2026
BUY
$199.44 - $208.01 $199,240 - $207,801
999 Added 45.43%
3,198 $673 Million
Q3 2025

Oct 31, 2025
SELL
$192.76 - $203.86 $7,517 - $7,950
-39 Reduced 1.74%
2,199 $448 Million
Q2 2025

Jul 21, 2025
BUY
$166.82 - $194.23 $5,671 - $6,603
34 Added 1.54%
2,238 $435 Million
Q1 2025

May 20, 2025
BUY
$182.82 - $196.21 $402,935 - $432,446
2,204 New
2,204 $415 Million
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $45,137 - $52,466
330 New
330 $50 Million

Others Institutions Holding IWD

# of Institutions
2,032
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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