CHERRYDALE WEALTH MANAGEMENT, LLC IXUS Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-06-30, CHERRYDALE WEALTH MANAGEMENT, LLC held 126,530.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $9.78 Mil. This investment constitutes 3.4% of their stock portfolio, and CHERRYDALE 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 2022Q2. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 5 purchases of IXUS, at an average price of $58.33, for a total of 202,328.00 shares. In addition, there have been 8 sales at an average price of $68.58 for 75,798.00 shares. Based on historical transaction data and IXUS's current price of $77.59, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his IXUS holdings is $3.21 Mil, reflecting a 27.22% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC IXUS ($77.59) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC IXUS ($77.59) 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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