William Howard & Co Financial Advisors Inc IUSG Holdings History
Number of Shares
22,566.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
2.96%
Total Estimate Gain
$942,807.48
% of Total Estimate Gain
37.56%
William Howard & Co Financial Advisors Inc's ISHARES TRUST Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 22,566.00 shares of ISHARES TRUST(IUSG), totaling $3.39 Mil. This investment constitutes 2.96% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0.01% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2024Q1. Based on historical transaction data and IUSG's current price of $153.03, William Howard & Co Financial Advisors Inc's estimated gain on his IUSG holdings is $942,807.48, reflecting a 37.56% gain to date.
William Howard & Co Financial Advisors Inc IUSG ($153.03) Holding Chart
William Howard & Co Financial Advisors Inc IUSG ($153.03) 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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