Foundry Financial Group, Inc. IUSV Holdings History
Foundry Financial Group, Inc.'s ISHARES TRUST Holding Summary
As of 2025-06-30, Foundry Financial Group, Inc. held 75,774.00 shares of ISHARES TRUST(IUSV), totaling $7.17 Mil. This investment constitutes 4.08% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.03% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 2 purchases of IUSV, at an average price of $78.15, for a total of 131,998.00 shares. In addition, there have been 4 sales at an average price of $88.52 for 56,224.00 shares. Based on historical transaction data and IUSV's current price of $95.64, Foundry Financial Group, Inc.'s estimated gain on his IUSV holdings is $1.91 Mil, reflecting a 18.50% gain to date.
Foundry Financial Group, Inc. IUSV ($95.64) Holding Chart
Foundry Financial Group, Inc. 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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