Rooted Wealth Advisors, Inc. IUSG Holdings History
Rooted Wealth Advisors, Inc.'s ISHARES TRUST Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 28,919.00 shares of ISHARES TRUST(IUSG), totaling $4.37 Mil. This investment constitutes 1.51% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.02% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2023Q1. And since then Rooted Wealth Advisors, Inc. has made 8 purchases of IUSG, at an average price of $96.21, for a total of 97,148.00 shares. In addition, there have been 2 sales at an average price of $117.74 for 68,229.00 shares. Based on historical transaction data and IUSG's current price of $153.50, Rooted Wealth Advisors, Inc.'s estimated gain on his IUSG holdings is $3.13 Mil, reflecting a 33.44% gain to date.
Rooted Wealth Advisors, Inc. IUSG ($153.50) Holding Chart
Rooted Wealth Advisors, 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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