CATALYST PRIVATE WEALTH, LLC IUSV Holdings History
CATALYST PRIVATE WEALTH, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 30,878.00 shares of ISHARES TRUST(IUSV), totaling $2.92 Mil. This investment constitutes 1.3% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.01% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2021Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 10 purchases of IUSV, at an average price of $76.89, for a total of 44,283.00 shares. In addition, there have been 5 sales at an average price of $85.24 for 13,405.00 shares. Based on historical transaction data and IUSV's current price of $95.64, CATALYST PRIVATE WEALTH, LLC's estimated gain on his IUSV holdings is $691,147.20, reflecting a 20.30% gain to date.
CATALYST PRIVATE WEALTH, LLC IUSV ($95.64) Holding Chart
CATALYST PRIVATE WEALTH, LLC IUSV ($95.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
