FORTRESS FINANCIAL GROUP, LLC IUSV Holdings History
FORTRESS FINANCIAL GROUP, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 141,041.00 shares of ISHARES TRUST(IUSV), totaling $13.02 Mil. This investment constitutes 12.99% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2024Q4. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of IUSV, at an average price of $96.09, for a total of 141,041.00 shares. Based on historical transaction data and IUSV's current price of $96.45, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his IUSV holdings is $51,336.60, reflecting a 0.38% gain to date.
FORTRESS FINANCIAL GROUP, LLC IUSV ($96.45) Holding Chart
FORTRESS FINANCIAL GROUP, LLC IUSV ($96.45) 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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