DEFINED WEALTH MANAGEMENT, LLC IUSV Holdings History
DEFINED WEALTH MANAGEMENT, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 58,194.00 shares of ISHARES TRUST(IUSV), totaling $5.51 Mil. This investment constitutes 3.41% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q1. And since then DEFINED WEALTH MANAGEMENT, LLC has made 5 purchases of IUSV, at an average price of $74.86, for a total of 70,818.00 shares. In addition, there have been 5 sales at an average price of $82.13 for 12,624.00 shares. Based on historical transaction data and IUSV's current price of $95.64, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his IUSV holdings is $1.30 Mil, reflecting a 24.54% gain to date.
DEFINED WEALTH MANAGEMENT, LLC IUSV ($95.64) Holding Chart
DEFINED WEALTH MANAGEMENT, 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 % | |||
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