Selective Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,324 shares of IWD stock, worth $246,621. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,324

Previous 1,324 -0.0%

Holding current value

$246,621

Previous $245,000 0.41%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$183.23 - $199.79 $22,720 - $24,773	124 Added 10.33%	1,324 $245,000
Q1 2024 Apr 11, 2024	BUY	$161.84 - $179.11 $194,208 - $214,932	1,200 New	1,200 $214,000
Q3 2022 Oct 21, 2022	SELL	$135.99 - $161.15 $27,198 - $32,230	-200 Reduced 22.22%	700 $95,000
Q3 2021 Oct 27, 2021	BUY	$154.62 - $164.07 $30,924 - $32,814	200 Added 28.57%	900 $141,000
Q3 2019 Oct 29, 2019	BUY	$127.92 - $130.25 $89,544 - $91,175	700 New	700 $90,000

Others Institutions Holding IWD

# of Institutions

1,885

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Selective Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History