Number of Shares
937,209.00
Current Holdings Value*
$37.20 Mil
% of Portfolio
5.64%
Total Estimate Gain
$6.74 Mil
% of Total Estimate Gain
19.70%

D'Orazio & Associates, Inc.'s iShares MSCI Intl Quality Factor ETF Holding Summary

As of 2025-03-31, D'Orazio & Associates, Inc. held 937,209.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $37.20 Mil. This investment constitutes 5.64% of their stock portfolio, and D'Orazio & Associates, Inc. now holds 0.42% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.

The initial trade took place in 2023Q2. And since then D'Orazio & Associates, Inc. has made 5 purchases of IQLT, at an average price of $35.49, for a total of 963,355.00 shares. In addition, there have been 3 sales at an average price of $39.42 for 26,146.00 shares. Based on historical transaction data and IQLT's current price of $42.57, D'Orazio & Associates, Inc.'s estimated gain on his IQLT holdings is $6.74 Mil, reflecting a 19.70% gain to date.

D'Orazio & Associates, Inc. IQLT ($42.57) Holding Chart

D'Orazio & Associates, Inc. IQLT ($42.57) 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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