LEGACY SOLUTIONS, LLC IUSV Holdings History
Number of Shares
73,408.00
Current Holdings Value*
$6.95 Mil
% of Portfolio
6.66%
Total Estimate Gain
$-27,396.82
% of Total Estimate Gain
-0.39%
LEGACY SOLUTIONS, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, LEGACY SOLUTIONS, LLC held 73,408.00 shares of ISHARES TRUST(IUSV), totaling $6.95 Mil. This investment constitutes 6.66% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2024Q4. And since then LEGACY SOLUTIONS, LLC has made 2 purchases of IUSV, at an average price of $96.01, for a total of 73,408.00 shares. Based on historical transaction data and IUSV's current price of $95.64, LEGACY SOLUTIONS, LLC's estimated gain on his IUSV holdings is $-27,396.82, reflecting a -0.39% gain to date.
LEGACY SOLUTIONS, LLC IUSV ($95.64) Holding Chart
LEGACY SOLUTIONS, LLC IUSV ($95.64) 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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