Weil Company, Inc. IUSV Holdings History

Number of Shares
306,207.00
Current Holdings Value*
$28.26 Mil
% of Portfolio
8.43%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
6.35%

Weil Company, Inc.'s ISHARES TRUST Holding Summary

As of 2025-03-31, Weil Company, Inc. held 306,207.00 shares of ISHARES TRUST(IUSV), totaling $28.26 Mil. This investment constitutes 8.43% of their stock portfolio, and Weil Company, Inc. now holds 0.14% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2024Q1. And since then Weil Company, Inc. has made 5 purchases of IUSV, at an average price of $91.27, for a total of 306,207.00 shares. Based on historical transaction data and IUSV's current price of $97.07, Weil Company, Inc.'s estimated gain on his IUSV holdings is $1.77 Mil, reflecting a 6.35% gain to date.

Weil Company, Inc. IUSV ($97.07) Holding Chart

Weil Company, Inc. IUSV ($97.07) 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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