Number of Shares
96,297.00
Current Holdings Value*
$12.24 Mil
% of Portfolio
12.22%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
10.08%

FORTRESS FINANCIAL GROUP, LLC's ISHARES TRUST Holding Summary

As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 96,297.00 shares of ISHARES TRUST(IUSG), totaling $12.24 Mil. This investment constitutes 12.22% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2024Q4. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of IUSG, at an average price of $137.39, for a total of 96,297.00 shares. Based on historical transaction data and IUSG's current price of $151.24, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his IUSG holdings is $1.33 Mil, reflecting a 10.08% gain to date.

FORTRESS FINANCIAL GROUP, LLC IUSG ($151.24) Holding Chart

FORTRESS FINANCIAL GROUP, LLC IUSG ($151.24) 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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