World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History

World Equity Group, Inc.

$441 Billion
Q3 2025

A detailed history of World Equity Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 2,229 shares of IWD stock, worth $456,476. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,229

Previous 2,167 2.86%

Holding current value

$456,476

Previous $421 Million 7.82%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$192.76 - $203.86 $11,951 - $12,639	62 Added 2.86%	2,229 $454 Million
Q2 2025 Jul 15, 2025	BUY	$166.82 - $194.23 $81,241 - $94,590	487 Added 28.99%	2,167 $421 Million
Q1 2025 Apr 22, 2025	SELL	$182.82 - $196.21 $271,304 - $291,175	-1,484 Reduced 46.9%	1,680 $316 Million
Q4 2024 Feb 04, 2025	BUY	$183.23 - $199.79 $289,869 - $316,067	1,582 Added 100.0%	3,164 $586 Million
Q3 2024 Oct 29, 2024	BUY	$173.36 - $189.8 $34,151 - $37,390	197 Added 14.22%	1,582 $300 Million

Q2 2024 Jul 18, 2024	BUY	$169.4 - $179.05 $14,737 - $15,577	87 Added 6.7%	1,385 $242 Million
Q1 2024 Jul 18, 2024	BUY	$161.84 - $179.11 $210,068 - $232,484	1,298 New	1,298 $232 Million
Q3 2023 Jul 22, 2024	BUY	$151.73 - $163.56 $8,041 - $8,668	53 Added 3.83%	1,438 $218 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

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World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History