ERTS Wealth Advisors, LLC IUSG Holdings History
ERTS Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 123,329.00 shares of ISHARES TRUST(IUSG), totaling $15.67 Mil. This investment constitutes 3.04% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.08% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2019Q2. And since then ERTS Wealth Advisors, LLC has made 10 purchases of IUSG, at an average price of $80.79, for a total of 390,183.00 shares. In addition, there have been 14 sales at an average price of $91.47 for 266,854.00 shares. Based on historical transaction data and IUSG's current price of $151.73, ERTS Wealth Advisors, LLC's estimated gain on his IUSG holdings is $11.60 Mil, reflecting a 36.79% gain to date.
ERTS Wealth Advisors, LLC IUSG ($151.73) Holding Chart
ERTS Wealth Advisors, LLC IUSG ($151.73) 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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