Independence Financial Advisors, LLC IUSG Holdings History
Number of Shares
493,711.00
Current Holdings Value*
$62.74 Mil
% of Portfolio
23.85%
Total Estimate Gain
$8.00 Mil
% of Total Estimate Gain
11.72%
Independence Financial Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 493,711.00 shares of ISHARES TRUST(IUSG), totaling $62.74 Mil. This investment constitutes 23.85% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.32% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IUSG's current price of $154.48, Independence Financial Advisors, LLC's estimated gain on his IUSG holdings is $8.00 Mil, reflecting a 11.72% gain to date.
Independence Financial Advisors, LLC IUSG ($154.48) Holding Chart
Independence Financial Advisors, LLC IUSG ($154.48) 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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