Number of Shares
714,510.00
Current Holdings Value*
$28.36 Mil
% of Portfolio
1.33%
Total Estimate Gain
$15.57 Mil
% of Total Estimate Gain
17.90%

Retirement Planning Group, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary

As of 2025-03-31, Retirement Planning Group, LLC held 714,510.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $28.36 Mil. This investment constitutes 1.33% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.32% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.

The initial trade took place in 2020Q2. And since then Retirement Planning Group, LLC has made 17 purchases of IQLT, at an average price of $34.25, for a total of 2.54 Mil shares. In addition, there have been 3 sales at an average price of $39.33 for 1.83 Mil shares. Based on historical transaction data and IQLT's current price of $43.06, Retirement Planning Group, LLC's estimated gain on his IQLT holdings is $15.57 Mil, reflecting a 17.90% gain to date.

Retirement Planning Group, LLC IQLT ($43.06) Holding Chart

Retirement Planning Group, LLC IQLT ($43.06) 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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