Boyd Wealth Management, LLC IUSV Holdings History
Boyd Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 16,343.00 shares of ISHARES TRUST(IUSV), totaling $1.55 Mil. This investment constitutes 0.67% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.01% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q2. And since then Boyd Wealth Management, LLC has made 9 purchases of IUSV, at an average price of $80.02, for a total of 19,603.00 shares. In addition, there have been 3 sales at an average price of $78.08 for 3,260.00 shares. Based on historical transaction data and IUSV's current price of $96.45, Boyd Wealth Management, LLC's estimated gain on his IUSV holdings is $262,281.81, reflecting a 16.72% gain to date.
Boyd Wealth Management, LLC IUSV ($96.45) Holding Chart
Boyd Wealth Management, LLC IUSV ($96.45) 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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