Kelsey Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Kelsey Financial, LLC

  • $116 Billion
  • Q4 2025

A detailed history of Kelsey Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kelsey Financial, LLC holds 61,396 shares of IWD stock, worth $12.6 Million. This represents 11.09% of its overall portfolio holdings.

Number of Shares
61,396
Holding current value
$12.6 Million
% of portfolio
11.09%

Shares

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

Jan 23, 2026
BUY
$199.44 - $208.01 $12.2 Million - $12.8 Million
61,396 New
61,396 $12.9 Billion

Others Institutions Holding IWD

# of Institutions
2,019
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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