Dynamic Advisor Solutions LLC IYW Holdings History
Dynamic Advisor Solutions LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 54,103.00 shares of iShares U.S. Technology ETF(IYW), totaling $9.37 Mil. This investment constitutes 0.29% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.04% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2019Q2. And since then Dynamic Advisor Solutions LLC has made 19 purchases of IYW, at an average price of $100.23, for a total of 93,369.00 shares. In addition, there have been 4 sales at an average price of $108.72 for 39,266.00 shares. Based on historical transaction data and IYW's current price of $175.08, Dynamic Advisor Solutions LLC's estimated gain on his IYW holdings is $4.38 Mil, reflecting a 46.84% gain to date.
Dynamic Advisor Solutions LLC IYW ($175.08) Holding Chart
Dynamic Advisor Solutions LLC IYW ($175.08) 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
