Number of Shares
37,309.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
1.79%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
24.90%

Empirical Asset Management, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Empirical Asset Management, LLC held 37,309.00 shares of iShares U.S. Technology ETF(IYW), totaling $5.24 Mil. This investment constitutes 1.79% of their stock portfolio, and Empirical Asset Management, LLC now holds 0.03% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2022Q4. And since then Empirical Asset Management, LLC has made 4 purchases of IYW, at an average price of $104.54, for a total of 73,845.00 shares. In addition, there have been 3 sales at an average price of $84.67 for 36,536.00 shares. Based on historical transaction data and IYW's current price of $175.51, Empirical Asset Management, LLC's estimated gain on his IYW holdings is $1.92 Mil, reflecting a 24.90% gain to date.

Empirical Asset Management, LLC IYW ($175.51) Holding Chart

Empirical Asset Management, LLC IYW ($175.51) 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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