ForthRight Wealth Management, LLC IUSV Holdings History
ForthRight Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 285,937.00 shares of ISHARES TRUST(IUSV), totaling $26.39 Mil. This investment constitutes 8.83% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.13% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q4. And since then ForthRight Wealth Management, LLC has made 11 purchases of IUSV, at an average price of $64.92, for a total of 345,142.00 shares. In addition, there have been 6 sales at an average price of $86.64 for 59,205.00 shares. Based on historical transaction data and IUSV's current price of $95.64, ForthRight Wealth Management, LLC's estimated gain on his IUSV holdings is $10.07 Mil, reflecting a 44.95% gain to date.
ForthRight Wealth Management, LLC IUSV ($95.64) Holding Chart
ForthRight Wealth Management, LLC IUSV ($95.64) 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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