SIGNATUREFD, LLC IUSV Holdings History

Number of Shares
4.48 Mil
Current Holdings Value*
$424.31 Mil
% of Portfolio
7.23%
Total Estimate Gain
$102.44 Mil
% of Total Estimate Gain
29.32%

SIGNATUREFD, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, SIGNATUREFD, LLC held 4.48 Mil shares of ISHARES TRUST(IUSV), totaling $424.31 Mil. This investment constitutes 7.23% of their stock portfolio, and SIGNATUREFD, LLC now holds 2.02% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2019Q2. And since then SIGNATUREFD, LLC has made 16 purchases of IUSV, at an average price of $72.63, for a total of 4.81 Mil shares. In addition, there have been 8 sales at an average price of $70.99 for 326,800.00 shares. Based on historical transaction data and IUSV's current price of $95.60, SIGNATUREFD, LLC's estimated gain on his IUSV holdings is $102.44 Mil, reflecting a 29.32% gain to date.

SIGNATUREFD, LLC IUSV ($95.60) Holding Chart

SIGNATUREFD, LLC IUSV ($95.60) 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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