Want to track IWD and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares Russell 1000 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 989 | $211,319.81 | $249,049.99 | $37,730.18 | 17.85% |
 Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 13,119 | $2.43M | $3.3M | $874,874.84 | 36.02% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,454 | $1.48M | $1.88M | $398,892.34 | 26.99% |
 Kelly Dixon Cannon Financial Strategists, Inc. | 1,015 | $206,668 | $261,453.85 | $54,785.85 | 26.51% |
 Carmen McClennon WR Wealth Planners, LLC | 97 | $17,426.71 | $24,426.54 | $6,999.83 | 40.17% |
 Robin Gould Christensen, King & Associates Investment Services, Inc. | 1,266 | $215,775.28 | $318,804.13 | $103,028.85 | 47.75% |
 David Van Overeem RMR Capital Management, LLC | 1,273 | $210,363.25 | $320,566.87 | $110,203.62 | 52.39% |
 Chad Warrick Summit Wealth Partners, LLC | 2,479 | $529,688 | $624,261.8 | $94,573.8 | 17.85% |
 Alison Gould Persium Advisors, LLC | 1,246 | $230,672.01 | $313,767.73 | $83,095.72 | 36.02% |
 Lifewealth Investments LLC LifeWealth Investments, LLC | 900 | $185,222.22 | $226,638.01 | $41,415.79 | 22.36% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,193 | $234,521.02 | $300,421.27 | $65,900.25 | 28.1% |
 Greg Reidy Granite FO LLC | 917 | $174,208.48 | $230,918.95 | $56,710.47 | 32.55% |
 David Maddux Brightwater Advisory LLC | 27,281 | $4.51M | $7.03M | $2.52M | 55.88% |
 Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,927 | $405,325 | $485,257.16 | $79,932.16 | 19.72% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 23 | $4,258 | $5,791.86 | $1,533.86 | 36.02% |
 Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 642 | $147,874.58 | $161,668.45 | $13,793.87 | 9.33% |
 Taryn Anderson YANKCOM Partnership | 5,258 | $973,628.21 | $1.32M | $350,441.4 | 35.99% |
 Pines Wealth Management LLC Pines Wealth Management LLC | 1,065 | $195,502.18 | $268,188.31 | $72,686.13 | 37.18% |
 Timonier Family Office Ltd. Timonier Family Office Ltd. | 1,189 | $230,939 | $299,413.99 | $68,474.99 | 29.65% |
 Matthew Riley Hickory Point Bank & Trust | 300 | $64,101 | $75,546 | $11,445 | 17.85% |
