IRONWOOD WEALTH MANAGEMENT, INC. IUSG Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s ISHARES TRUST Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 88,520.00 shares of ISHARES TRUST(IUSG), totaling $13.30 Mil. This investment constitutes 6.28% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 7 purchases of IUSG, at an average price of $84.08, for a total of 133,149.00 shares. In addition, there have been 11 sales at an average price of $110.67 for 44,629.00 shares. Based on historical transaction data and IUSG's current price of $153.88, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IUSG holdings is $7.37 Mil, reflecting a 65.79% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IUSG ($153.88) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. IUSG ($153.88) 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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