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Richard Pzena

Pzena Investment Management

Richard Pzena iShares Russell 1000 Value ETF stake

total: 584

Pzena Investment Management IWD trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2020 Q2
Held for:
3 quarters
Latest activity:
2021 Q1
According to 2026 Q2 report, Richard Pzena doesn't hold any iShares Russell 1000 Value ETF (IWD) shares. To date, the estimated cost basis is nearly $112.67 for "buy" trades and estimated average "sell" price is $136.76. Pzena Investment Management first purchased IWD in 2020 Q2, initially acquiring 9,630 shares. Since the initial investment in iShares Russell 1000 Value ETF (IWD), Pzena Investment Management has made 1 more transaction.

When did Richard Pzena sell iShares Russell 1000 Value ETF (IWD)?

Richard Pzena sold off the entire iShares Russell 1000 Value ETF (IWD) position in 2021 Q1.

When did Richard Pzena buy iShares Russell 1000 Value ETF (IWD)?

Richard Pzena first invested in iShares Russell 1000 Value ETF (IWD) in 2020 Q2 at the reported quarter-end price of $112.67 per share.

What's the cost basis of Pzena Investment Management's IWD stake?

The estimated cost basis for iShares Russell 1000 Value ETF (IWD) stake is around $112.67 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$112.67
Weighted AVG sell price:
$136.76

Richard Pzena's historical trades in iShares Russell 1000 Value ETF

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q1
0.00%
0
$136.76
-100% (-9,630)
-0.01%
2020 Q2
0.01%
$112.67
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.