Wealth Quarterback LLC IUSG Holdings History
Wealth Quarterback LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Wealth Quarterback LLC held 7,755.00 shares of ISHARES TRUST(IUSG), totaling $985,460.00. This investment constitutes 0.55% of their stock portfolio, and Wealth Quarterback LLC now holds 0% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q2. And since then Wealth Quarterback LLC has made 5 purchases of IUSG, at an average price of $106.28, for a total of 96,998.00 shares. In addition, there have been 3 sales at an average price of $134.75 for 89,243.00 shares. Based on historical transaction data and IUSG's current price of $148.70, Wealth Quarterback LLC's estimated gain on his IUSG holdings is $2.87 Mil, reflecting a 27.83% gain to date.
Wealth Quarterback LLC IUSG ($148.70) Holding Chart
Wealth Quarterback LLC IUSG ($148.70) 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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