Number of Shares
2,734.00
Current Holdings Value*
$354,520.00
% of Portfolio
15.31%
Total Estimate Gain
$569,960.48
% of Total Estimate Gain
13.70%

Foundations Dynamic Growth ETF's ISHARES TRUST Holding Summary

As of 2025-04-30, Foundations Dynamic Growth ETF held 2,734.00 shares of ISHARES TRUST(IUSG), totaling $354,520.00. This investment constitutes 15.31% of their stock portfolio, and Foundations Dynamic Growth ETF now holds 0% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2023Q4. And since then Foundations Dynamic Growth ETF has made 3 purchases of IUSG, at an average price of $113.32, for a total of 36,718.00 shares. In addition, there have been 3 sales at an average price of $127.00 for 33,984.00 shares. Based on historical transaction data and IUSG's current price of $151.73, Foundations Dynamic Growth ETF's estimated gain on his IUSG holdings is $569,960.48, reflecting a 13.70% gain to date.

Foundations Dynamic Growth ETF IUSG ($151.73) Holding Chart

Foundations Dynamic Growth ETF IUSG ($151.73) 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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