PCA Investment Advisory Services Inc. IUSV Holdings History
Number of Shares
238,357.00
Current Holdings Value*
$22.00 Mil
% of Portfolio
11.63%
Total Estimate Gain
$3.26 Mil
% of Total Estimate Gain
16.68%
PCA Investment Advisory Services Inc.'s ISHARES TRUST Holding Summary
As of 2025-03-31, PCA Investment Advisory Services Inc. held 238,357.00 shares of ISHARES TRUST(IUSV), totaling $22.00 Mil. This investment constitutes 11.63% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.11% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q1. And since then PCA Investment Advisory Services Inc. has made 8 purchases of IUSV, at an average price of $81.97, for a total of 238,357.00 shares. Based on historical transaction data and IUSV's current price of $95.64, PCA Investment Advisory Services Inc.'s estimated gain on his IUSV holdings is $3.26 Mil, reflecting a 16.68% gain to date.
PCA Investment Advisory Services Inc. IUSV ($95.64) Holding Chart
PCA Investment Advisory Services Inc. 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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