Cardinal Strategic Wealth Guidance IUSG Holdings History
Cardinal Strategic Wealth Guidance's ISHARES TRUST Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 334,365.00 shares of ISHARES TRUST(IUSG), totaling $50.29 Mil. This investment constitutes 14.51% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.21% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2019Q4. And since then Cardinal Strategic Wealth Guidance has made 17 purchases of IUSG, at an average price of $93.51, for a total of 412,289.00 shares. In addition, there have been 5 sales at an average price of $106.03 for 77,924.00 shares. Based on historical transaction data and IUSG's current price of $154.48, Cardinal Strategic Wealth Guidance's estimated gain on his IUSG holdings is $21.36 Mil, reflecting a 55.41% gain to date.
Cardinal Strategic Wealth Guidance IUSG ($154.48) Holding Chart
Cardinal Strategic Wealth Guidance IUSG ($154.48) 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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