Potentia Wealth Ishares Russell 1000 Val ETF Transaction History

Potentia Wealth

  • $262 Billion
  • Q3 2025

A detailed history of Potentia Wealth transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Potentia Wealth holds 27,009 shares of IWD stock, worth $5.53 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
27,009
Previous 26,679 1.24%
Holding current value
$5.53 Million
Previous $5.18 Billion 6.12%
% of portfolio
2.1%
Previous 2.95%

Shares

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

Nov 12, 2025
BUY
$192.76 - $203.86 $63,610 - $67,273
330 Added 1.24%
27,009 $5.5 Billion
Q2 2025

Aug 14, 2025
SELL
$166.82 - $194.23 $112,770 - $131,299
-676 Reduced 2.47%
26,679 $5.18 Billion
Q1 2025

May 09, 2025
BUY
$182.82 - $196.21 $966,934 - $1.04 Million
5,289 Added 23.97%
27,355 $5.15 Billion
Q4 2024

Feb 11, 2025
BUY
$183.23 - $199.79 $4.04 Million - $4.41 Million
22,066 New
22,066 $4.09 Billion

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 Potentia Wealth Portfolio

Follow Potentia Wealth 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 Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email