Number of Shares
241,047.00
Current Holdings Value*
$36.25 Mil
% of Portfolio
20.37%
Total Estimate Gain
$15.42 Mil
% of Total Estimate Gain
61.26%

HILLTOP WEALTH ADVISORS, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 241,047.00 shares of ISHARES TRUST(IUSG), totaling $36.25 Mil. This investment constitutes 20.37% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.15% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2022Q2. And since then HILLTOP WEALTH ADVISORS, LLC has made 8 purchases of IUSG, at an average price of $93.54, for a total of 269,121.00 shares. In addition, there have been 5 sales at an average price of $125.16 for 28,074.00 shares. Based on historical transaction data and IUSG's current price of $153.83, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IUSG holdings is $15.42 Mil, reflecting a 61.26% gain to date.

HILLTOP WEALTH ADVISORS, LLC IUSG ($153.83) Holding Chart

HILLTOP WEALTH ADVISORS, LLC IUSG ($153.83) 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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