EverSource Wealth Advisors, LLC IYW Holdings History
EverSource Wealth Advisors, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 6,400.00 shares of iShares U.S. Technology ETF(IYW), totaling $898,780.00. This investment constitutes 0.05% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.01% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2022Q1. And since then EverSource Wealth Advisors, LLC has made 9 purchases of IYW, at an average price of $114.21, for a total of 51,064.00 shares. In addition, there have been 4 sales at an average price of $154.80 for 44,664.00 shares. Based on historical transaction data and IYW's current price of $178.72, EverSource Wealth Advisors, LLC's estimated gain on his IYW holdings is $2.23 Mil, reflecting a 38.16% gain to date.
EverSource Wealth Advisors, LLC IYW ($178.72) Holding Chart
EverSource Wealth 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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