GDS Wealth Management IUSV Holdings History
GDS Wealth Management's ISHARES TRUST Holding Summary
As of 2025-03-31, GDS Wealth Management held 371,027.00 shares of ISHARES TRUST(IUSV), totaling $34.24 Mil. This investment constitutes 2.92% of their stock portfolio, and GDS Wealth Management now holds 0.17% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 4 purchases of IUSV, at an average price of $71.76, for a total of 605,287.00 shares. In addition, there have been 8 sales at an average price of $83.28 for 234,260.00 shares. Based on historical transaction data and IUSV's current price of $95.75, GDS Wealth Management's estimated gain on his IUSV holdings is $11.60 Mil, reflecting a 26.70% gain to date.
GDS Wealth Management IUSV ($95.75) Holding Chart
GDS Wealth Management IUSV ($95.75) 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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