Independence Financial Advisors, LLC IUSV Holdings History
Number of Shares
374,405.00
Current Holdings Value*
$34.55 Mil
% of Portfolio
13.14%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
3.43%
Independence Financial Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 374,405.00 shares of ISHARES TRUST(IUSV), totaling $34.55 Mil. This investment constitutes 13.14% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.17% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IUSV's current price of $97.07, Independence Financial Advisors, LLC's estimated gain on his IUSV holdings is $1.21 Mil, reflecting a 3.43% gain to date.
Independence Financial Advisors, LLC IUSV ($97.07) Holding Chart
Independence Financial Advisors, LLC IUSV ($97.07) 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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