Financial Insights, Inc.

Position in IWD — iShares Russell 1000 Value ETF

CIK 1642058 TACOMA, WA

Back to IWD Full portfolio

All Filings in IWD

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IWD	$746,199	3,078	-40.7%	Shares	Sole	2026-08-25
2024-03-31 IWD	$929,760	5,191	-2.4%	Shares	Sole	2024-04-25
2023-12-31 IWD	$878,799	5,318	-0.3%	Shares	Sole	2024-01-25
2023-09-30 IWD	$809,807	5,334	0.0%	Shares	Sole	2023-12-07
2023-06-30 IWD	$841,865	5,334	-6.4%	Shares	Sole	2024-01-25
2023-03-31 IWD	$867,882	5,700	-0.4%	Shares	Sole	2023-04-18
2022-12-31 IWD	$867,892	5,723	-1.4%	Shares	Sole	2023-02-10
2022-09-30 IWD	$789,285	5,804	-0.8%	Shares	Sole	2022-10-27
2022-06-30 IWD	$848,219	5,851	-5.2%	Shares	Sole	2022-08-03
2022-03-31 IWD	$1,024,594	6,173	0.0%	Shares	Sole	2022-05-11
2021-12-31 IWD	$1,036,631	6,173	-1.8%	Shares	Sole	2022-02-09
2021-09-30 IWD	$983,352	6,283	-3.0%	Shares	Sole	2021-11-12
2021-06-30 IWD	$1,027,381	6,477	0.0%	Shares	Sole	2021-08-12
2021-03-31 IWD	$981,589	6,477	-2.2%	Shares	Sole	2021-05-12
2020-12-31 IWD	$905,289	6,621	-3.1%	Shares	Sole	2021-02-05
2020-09-30 IWD	$807,418	6,835	-38.4%	Shares	Sole	2020-11-16
2020-06-30 IWD	$1,249,631	11,096	+27.2%	Shares	Sole	2020-08-20
2020-03-31 IWD	$864,948	8,721	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.