Crown Wealth Group, LLC IYW Holdings History
Crown Wealth Group, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-06-30, Crown Wealth Group, LLC held 50,231.00 shares of iShares U.S. Technology ETF(IYW), totaling $8.70 Mil. This investment constitutes 3.27% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.04% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2021Q4. And since then Crown Wealth Group, LLC has made 6 purchases of IYW, at an average price of $113.29, for a total of 74,244.00 shares. In addition, there have been 5 sales at an average price of $140.80 for 24,013.00 shares. Based on historical transaction data and IYW's current price of $178.53, Crown Wealth Group, LLC's estimated gain on his IYW holdings is $3.94 Mil, reflecting a 46.82% gain to date.
Crown Wealth Group, LLC IYW ($178.53) Holding Chart
Crown Wealth Group, LLC IYW ($178.53) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
