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

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,135 shares of IWD stock, worth $232,436. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,135

Previous 1,133 0.18%

Holding current value

$232,436

Previous $220,000 5.0%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$192.76 - $203.86 $385 - $407	2 Added 0.18%	1,135 $231,000
Q2 2025 Jul 30, 2025	BUY	$166.82 - $194.23 $166 - $194	1 Added 0.09%	1,133 $220,000
Q1 2025 Apr 28, 2025	SELL	$182.82 - $196.21 $18,464 - $19,817	-101 Reduced 8.19%	1,132 $212,000
Q4 2024 Jan 24, 2025	BUY	$183.23 - $199.79 $183 - $199	1 Added 0.08%	1,233 $228,000
Q3 2024 Oct 30, 2024	BUY	$173.36 - $189.8 $346 - $379	2 Added 0.16%	1,232 $233,000

Q2 2024 Jul 12, 2024	BUY	$169.4 - $179.05 $169 - $179	1 Added 0.08%	1,230 $214,000
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $198,901 - $220,126	1,229 New	1,229 $220,000

Others Institutions Holding IWD

# of Institutions

2,008

Shares Held

266M

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