Number of Shares
118,228.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
6.97%
Total Estimate Gain
$950,664.10
% of Total Estimate Gain
11.59%

Accredited Wealth Management, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held 118,228.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $8.25 Mil. This investment constitutes 6.97% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of IXUS, at an average price of $69.36, for a total of 118,228.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Accredited Wealth Management, LLC's estimated gain on his IXUS holdings is $950,664.10, reflecting a 11.59% gain to date.

Accredited Wealth Management, LLC IXUS ($77.40) Holding Chart

Accredited Wealth Management, LLC IXUS ($77.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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