Number of Shares
8,460.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
0.57%
Total Estimate Gain
$174,485.76
% of Total Estimate Gain
14.70%

CATALYST PRIVATE WEALTH, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 8,460.00 shares of ISHARES TRUST(IUSG), totaling $1.27 Mil. This investment constitutes 0.57% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.01% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 4 purchases of IUSG, at an average price of $130.72, for a total of 9,081.00 shares. In addition, there have been 1 sales at an average price of $84.01 for 621.00 shares. Based on historical transaction data and IUSG's current price of $154.77, CATALYST PRIVATE WEALTH, LLC's estimated gain on his IUSG holdings is $174,485.76, reflecting a 14.70% gain to date.

CATALYST PRIVATE WEALTH, LLC IUSG ($154.77) Holding Chart

CATALYST PRIVATE WEALTH, LLC IUSG ($154.77) 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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