Number of Shares
237,358.00
Current Holdings Value*
$11.94 Mil
% of Portfolio
5.52%
Total Estimate Gain
$508,491.76
% of Total Estimate Gain
4.38%

Masso Torrence Wealth Management Inc.'s iShares Core Dividend ETF Holding Summary

As of 2025-06-30, Masso Torrence Wealth Management Inc. held 237,358.00 shares of iShares Core Dividend ETF(DIVB), totaling $11.94 Mil. This investment constitutes 5.52% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 1.29% of the outstanding iShares Core Dividend ETF(DIVB) stock.

The initial trade took place in 2025Q1. And since then Masso Torrence Wealth Management Inc. has made 2 purchases of DIVB, at an average price of $48.94, for a total of 237,358.00 shares. Based on historical transaction data and DIVB's current price of $51.08, Masso Torrence Wealth Management Inc.'s estimated gain on his DIVB holdings is $508,491.76, reflecting a 4.38% gain to date.

Masso Torrence Wealth Management Inc. DIVB ($51.08) Holding Chart

Masso Torrence Wealth Management Inc. DIVB ($51.08) 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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