Number of Shares
12,746.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
1.18%
Total Estimate Gain
$291,769.92
% of Total Estimate Gain
19.16%

Dominguez Wealth Management Solutions, Inc.'s ISHARES TRUST Holding Summary

As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 12,746.00 shares of ISHARES TRUST(IJT), totaling $1.70 Mil. This investment constitutes 1.18% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.03% of the outstanding ISHARES TRUST(IJT) stock.

The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 9 purchases of IJT, at an average price of $113.78, for a total of 13,384.00 shares. In addition, there have been 1 sales at an average price of $134.87 for 638.00 shares. Based on historical transaction data and IJT's current price of $135.62, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his IJT holdings is $291,769.92, reflecting a 19.16% gain to date.

Dominguez Wealth Management Solutions, Inc. IJT ($135.62) Holding Chart

Dominguez Wealth Management Solutions, Inc. IJT ($135.62) 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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