Number of Shares
54,016.00
Current Holdings Value*
$8.12 Mil
% of Portfolio
3.7%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
26.59%

MOTIVE WEALTH ADVISORS's ISHARES TRUST Holding Summary

As of 2025-06-30, MOTIVE WEALTH ADVISORS held 54,016.00 shares of ISHARES TRUST(IUSG), totaling $8.12 Mil. This investment constitutes 3.7% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.03% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 8 purchases of IUSG, at an average price of $100.94, for a total of 101,143.00 shares. In addition, there have been 7 sales at an average price of $97.84 for 47,127.00 shares. Based on historical transaction data and IUSG's current price of $153.91, MOTIVE WEALTH ADVISORS's estimated gain on his IUSG holdings is $2.72 Mil, reflecting a 26.59% gain to date.

MOTIVE WEALTH ADVISORS IUSG ($153.91) Holding Chart

MOTIVE WEALTH ADVISORS IUSG ($153.91) 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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