Number of Shares
1,847.00
Current Holdings Value*
$315,590.00
% of Portfolio
0.32%
Total Estimate Gain
$8,921.01
% of Total Estimate Gain
2.70%

FORTRESS FINANCIAL GROUP, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 1,847.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $315,590.00. This investment constitutes 0.32% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2025Q1. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of QUAL, at an average price of $179.03, for a total of 1,847.00 shares. Based on historical transaction data and QUAL's current price of $183.86, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his QUAL holdings is $8,921.01, reflecting a 2.70% gain to date.

FORTRESS FINANCIAL GROUP, LLC QUAL ($183.86) Holding Chart

FORTRESS FINANCIAL GROUP, LLC QUAL ($183.86) 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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