Higgins & Schmidt Wealth Strategies LLC Ishares Russell 1000 Val ETF Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $198 Billion
  • Q3 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 4,686 shares of IWD stock, worth $959,645. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,686
Previous 4,741 1.16%
Holding current value
$959,645
Previous $921 Million 3.6%
% of portfolio
0.48%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$192.76 - $203.86 $10,601 - $11,212
-55 Reduced 1.16%
4,686 $954 Million
Q2 2025

Jul 03, 2025
BUY
$166.82 - $194.23 $790,893 - $920,844
4,741 New
4,741 $921 Million

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
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
Track This Portfolio

Track Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies LLC 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 Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email