IRONWOOD WEALTH MANAGEMENT, INC. IUSV Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s ISHARES TRUST Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 196,976.00 shares of ISHARES TRUST(IUSV), totaling $18.85 Mil. This investment constitutes 8.9% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.09% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2021Q1. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 8 purchases of IUSV, at an average price of $65.94, for a total of 216,524.00 shares. In addition, there have been 9 sales at an average price of $83.04 for 19,548.00 shares. Based on historical transaction data and IUSV's current price of $96.45, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IUSV holdings is $6.34 Mil, reflecting a 44.44% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IUSV ($96.45) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. 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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