MFA Wealth Advisors, LLC IUSV Holdings History
MFA Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, MFA Wealth Advisors, LLC held 138,340.00 shares of ISHARES TRUST(IUSV), totaling $13.09 Mil. This investment constitutes 3.07% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q1. And since then MFA Wealth Advisors, LLC has made 6 purchases of IUSV, at an average price of $75.69, for a total of 154,041.00 shares. In addition, there have been 4 sales at an average price of $90.96 for 15,701.00 shares. Based on historical transaction data and IUSV's current price of $95.64, MFA Wealth Advisors, LLC's estimated gain on his IUSV holdings is $3.00 Mil, reflecting a 25.73% gain to date.
MFA Wealth Advisors, LLC IUSV ($95.64) Holding Chart
MFA Wealth Advisors, 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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