Number of Shares
935.00
Current Holdings Value*
$82,580.00
% of Portfolio
0.04%
Total Estimate Gain
$139,686.03
% of Total Estimate Gain
2.22%

1 NORTH WEALTH SERVICES LLC's iShares U.S. Consumer Discretionary ETF Holding Summary

As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 935.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $82,580.00. This investment constitutes 0.04% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.01% of the outstanding iShares U.S. Consumer Discretionary ETF(IYC) stock.

The initial trade took place in 2024Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of IYC, at an average price of $93.43, for a total of 67,342.00 shares. In addition, there have been 1 sales at an average price of $95.42 for 66,407.00 shares. Based on historical transaction data and IYC's current price of $101.49, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IYC holdings is $139,686.03, reflecting a 2.22% gain to date.

1 NORTH WEALTH SERVICES LLC IYC ($101.49) Holding Chart

1 NORTH WEALTH SERVICES LLC IYC ($101.49) 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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