Number of Shares
15,984.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
0.46%
Total Estimate Gain
$5.30 Mil
% of Total Estimate Gain
29.84%

Commonwealth Financial Services, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Commonwealth Financial Services, LLC held 15,984.00 shares of iShares U.S. Technology ETF(IYW), totaling $2.24 Mil. This investment constitutes 0.46% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.01% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2014Q4. And since then Commonwealth Financial Services, LLC has made 4 purchases of IYW, at an average price of $74.24, for a total of 239,232.00 shares. In addition, there have been 6 sales at an average price of $91.12 for 223,248.00 shares. Based on historical transaction data and IYW's current price of $170.16, Commonwealth Financial Services, LLC's estimated gain on his IYW holdings is $5.30 Mil, reflecting a 29.84% gain to date.

Commonwealth Financial Services, LLC IYW ($170.16) Holding Chart

Commonwealth Financial Services, LLC IYW ($170.16) 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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