Apexium Financial, LP IYW Holdings History
Apexium Financial, LP's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 200,929.00 shares of iShares U.S. Technology ETF(IYW), totaling $28.22 Mil. This investment constitutes 1.68% of their stock portfolio, and Apexium Financial, LP now holds 0.16% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2020Q2. And since then Apexium Financial, LP has made 16 purchases of IYW, at an average price of $88.23, for a total of 214,356.00 shares. In addition, there have been 4 sales at an average price of $131.17 for 13,427.00 shares. Based on historical transaction data and IYW's current price of $176.77, Apexium Financial, LP's estimated gain on his IYW holdings is $18.37 Mil, reflecting a 97.12% gain to date.
Apexium Financial, LP IYW ($176.77) Holding Chart
Apexium Financial, LP IYW ($176.77) 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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