Number of Shares
31,042.00
Current Holdings Value*
$3.86 Mil
% of Portfolio
3.86%
Total Estimate Gain
$-121,468.33
% of Total Estimate Gain
-2.77%

FORTRESS FINANCIAL GROUP, LLC's ISHARES TRUST Holding Summary

As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 31,042.00 shares of ISHARES TRUST(IJT), totaling $3.86 Mil. This investment constitutes 3.86% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0.07% of the outstanding ISHARES TRUST(IJT) stock.

The initial trade took place in 2024Q4. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of IJT, at an average price of $141.25, for a total of 31,042.00 shares. Based on historical transaction data and IJT's current price of $137.34, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his IJT holdings is $-121,468.33, reflecting a -2.77% gain to date.

FORTRESS FINANCIAL GROUP, LLC IJT ($137.34) Holding Chart

FORTRESS FINANCIAL GROUP, LLC IJT ($137.34) 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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