Number of Shares
322,863.00
Current Holdings Value*
$45.34 Mil
% of Portfolio
1.74%
Total Estimate Gain
$7.37 Mil
% of Total Estimate Gain
14.27%

Ashton Thomas Private Wealth, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Ashton Thomas Private Wealth, LLC held 322,863.00 shares of iShares U.S. Technology ETF(IYW), totaling $45.34 Mil. This investment constitutes 1.74% of their stock portfolio, and Ashton Thomas Private Wealth, LLC now holds 0.26% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2021Q3. And since then Ashton Thomas Private Wealth, LLC has made 7 purchases of IYW, at an average price of $153.51, for a total of 336,208.00 shares. In addition, there have been 5 sales at an average price of $98.91 for 13,345.00 shares. Based on historical transaction data and IYW's current price of $178.58, Ashton Thomas Private Wealth, LLC's estimated gain on his IYW holdings is $7.37 Mil, reflecting a 14.27% gain to date.

Ashton Thomas Private Wealth, LLC IYW ($178.58) Holding Chart

Ashton Thomas Private Wealth, LLC IYW ($178.58) 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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