Number of Shares
198,113.00
Current Holdings Value*
$13.83 Mil
% of Portfolio
8.93%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
23.26%

Spectrum Investment Advisors, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Spectrum Investment Advisors, Inc. held 198,113.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $13.83 Mil. This investment constitutes 8.93% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 5 purchases of IXUS, at an average price of $62.80, for a total of 198,113.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Spectrum Investment Advisors, Inc.'s estimated gain on his IXUS holdings is $2.89 Mil, reflecting a 23.26% gain to date.

Spectrum Investment Advisors, Inc. IXUS ($77.40) Holding Chart

Spectrum Investment Advisors, Inc. IXUS ($77.40) 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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