Number of Shares
615.00
Current Holdings Value*
$61,280.00
% of Portfolio
0.02%
Total Estimate Gain
$136,776.53
% of Total Estimate Gain
2.17%

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

As of 2025-06-30, 1 NORTH WEALTH SERVICES LLC held 615.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $61,280.00. This investment constitutes 0.02% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0% 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 2 sales at an average price of $95.41 for 66,727.00 shares. Based on historical transaction data and IYC's current price of $101.39, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IYC holdings is $136,776.53, reflecting a 2.17% gain to date.

1 NORTH WEALTH SERVICES LLC IYC ($101.39) Holding Chart

1 NORTH WEALTH SERVICES LLC IYC ($101.39) 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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