ForthRight Wealth Management, LLC IUSG Holdings History
ForthRight Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 174,753.00 shares of ISHARES TRUST(IUSG), totaling $22.21 Mil. This investment constitutes 7.43% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.11% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q4. And since then ForthRight Wealth Management, LLC has made 8 purchases of IUSG, at an average price of $86.99, for a total of 241,201.00 shares. In addition, there have been 9 sales at an average price of $109.29 for 66,448.00 shares. Based on historical transaction data and IUSG's current price of $151.98, ForthRight Wealth Management, LLC's estimated gain on his IUSG holdings is $12.84 Mil, reflecting a 61.19% gain to date.
ForthRight Wealth Management, LLC IUSG ($151.98) Holding Chart
ForthRight Wealth Management, LLC IUSG ($151.98) 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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