HILLTOP WEALTH ADVISORS, LLC IUSV Holdings History
HILLTOP WEALTH ADVISORS, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 37,626.00 shares of ISHARES TRUST(IUSV), totaling $3.56 Mil. This investment constitutes 2% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.02% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q2. And since then HILLTOP WEALTH ADVISORS, LLC has made 12 purchases of IUSV, at an average price of $74.15, for a total of 38,211.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 585.00 shares. Based on historical transaction data and IUSV's current price of $96.45, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IUSV holdings is $849,391.28, reflecting a 29.98% gain to date.
HILLTOP WEALTH ADVISORS, LLC IUSV ($96.45) Holding Chart
HILLTOP WEALTH ADVISORS, LLC IUSV ($96.45) 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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