Petix & Botte Co IUSV Holdings History

Number of Shares
198,262.00
Current Holdings Value*
$18.30 Mil
% of Portfolio
4.82%
Total Estimate Gain
$8.00 Mil
% of Total Estimate Gain
13.63%

Petix & Botte Co's ISHARES TRUST Holding Summary

As of 2025-03-31, Petix & Botte Co held 198,262.00 shares of ISHARES TRUST(IUSV), totaling $18.30 Mil. This investment constitutes 4.82% of their stock portfolio, and Petix & Botte Co now holds 0.09% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 13 purchases of IUSV, at an average price of $71.91, for a total of 816,184.00 shares. In addition, there have been 7 sales at an average price of $77.15 for 617,922.00 shares. Based on historical transaction data and IUSV's current price of $95.92, Petix & Botte Co's estimated gain on his IUSV holdings is $8.00 Mil, reflecting a 13.63% gain to date.

Petix & Botte Co IUSV ($95.92) Holding Chart

Petix & Botte Co IUSV ($95.92) 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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