Number of Shares
103,992.00
Current Holdings Value*
$15.78 Mil
% of Portfolio
2.08%
Total Estimate Gain
$5.59 Mil
% of Total Estimate Gain
54.54%

Goldstone Financial Group, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, Goldstone Financial Group, LLC held 103,992.00 shares of ISHARES TRUST(IUSG), totaling $15.78 Mil. This investment constitutes 2.08% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.07% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 7 purchases of IUSG, at an average price of $98.56, for a total of 104,058.00 shares. In addition, there have been 1 sales at an average price of $98.11 for 66.00 shares. Based on historical transaction data and IUSG's current price of $152.35, Goldstone Financial Group, LLC's estimated gain on his IUSG holdings is $5.59 Mil, reflecting a 54.54% gain to date.

Goldstone Financial Group, LLC IUSG ($152.35) Holding Chart

Goldstone Financial Group, LLC IUSG ($152.35) 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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