Atlas Legacy Advisors, LLC IYW Holdings History
Atlas Legacy Advisors, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 222,465.00 shares of iShares U.S. Technology ETF(IYW), totaling $33.30 Mil. This investment constitutes 8.46% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.18% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $155.77 for 17,587.00 shares. Based on historical transaction data and IYW's current price of $178.72, Atlas Legacy Advisors, LLC's estimated gain on his IYW holdings is $4.48 Mil, reflecting a 11.77% gain to date.
Atlas Legacy Advisors, LLC IYW ($178.72) Holding Chart
Atlas Legacy Advisors, LLC IYW ($178.72) 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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