Warren Street Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Warren Street Wealth Advisors, LLC

  • $299 Million
  • Q4 2025

A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 2,174 shares of IWD stock, worth $445,213. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,174
Previous 2,174 -0.0%
Holding current value
$445,213
Previous $442,000 0.68%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$166.82 - $194.23 $158,812 - $184,906
952 Added 77.91%
2,174 $422,000
Q1 2025

Apr 10, 2025
BUY
$182.82 - $196.21 $223,406 - $239,768
1,222 New
1,222 $227,000

Others Institutions Holding IWD

# of Institutions
2,039
Shares Held
262M
Call Options Held
442K
Put Options Held
5.38M
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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