Number of Shares
20,222.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.22%
Total Estimate Gain
$134,148.92
% of Total Estimate Gain
9.37%

Golden State Wealth Management, LLC's iShares International Dividend Growth ETF Holding Summary

As of 2025-03-31, Golden State Wealth Management, LLC held 20,222.00 shares of iShares International Dividend Growth ETF(IGRO), totaling $1.46 Mil. This investment constitutes 0.22% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.14% of the outstanding iShares International Dividend Growth ETF(IGRO) stock.

The initial trade took place in 2024Q4. And since then Golden State Wealth Management, LLC has made 2 purchases of IGRO, at an average price of $70.79, for a total of 20,222.00 shares. Based on historical transaction data and IGRO's current price of $77.42, Golden State Wealth Management, LLC's estimated gain on his IGRO holdings is $134,148.92, reflecting a 9.37% gain to date.

Golden State Wealth Management, LLC IGRO ($77.42) Holding Chart

Golden State Wealth Management, LLC IGRO ($77.42) 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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