Number of Shares
94,571.00
Current Holdings Value*
$12.02 Mil
% of Portfolio
6.35%
Total Estimate Gain
$6.58 Mil
% of Total Estimate Gain
67.68%

PCA Investment Advisory Services Inc.'s ISHARES TRUST Holding Summary

As of 2025-03-31, PCA Investment Advisory Services Inc. held 94,571.00 shares of ISHARES TRUST(IUSG), totaling $12.02 Mil. This investment constitutes 6.35% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2023Q1. And since then PCA Investment Advisory Services Inc. has made 4 purchases of IUSG, at an average price of $87.55, for a total of 111,046.00 shares. In addition, there have been 4 sales at an average price of $108.39 for 16,475.00 shares. Based on historical transaction data and IUSG's current price of $153.50, PCA Investment Advisory Services Inc.'s estimated gain on his IUSG holdings is $6.58 Mil, reflecting a 67.68% gain to date.

PCA Investment Advisory Services Inc. IUSG ($153.50) Holding Chart

PCA Investment Advisory Services Inc. IUSG ($153.50) 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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