Finley Financial, LLC IYH Holdings History

Number of Shares
13,450.00
Current Holdings Value*
$759,660.00
% of Portfolio
0.38%
Total Estimate Gain
$-153,486.00
% of Total Estimate Gain
-7.96%

Finley Financial, LLC's iShares U.S. Healthcare ETF Holding Summary

As of 2025-06-30, Finley Financial, LLC held 13,450.00 shares of iShares U.S. Healthcare ETF(IYH), totaling $759,660.00. This investment constitutes 0.38% of their stock portfolio, and Finley Financial, LLC now holds 0.03% of the outstanding iShares U.S. Healthcare ETF(IYH) stock.

The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 1 purchases of IYH, at an average price of $61.72, for a total of 31,250.00 shares. In addition, there have been 1 sales at an average price of $56.47 for 17,800.00 shares. Based on historical transaction data and IYH's current price of $57.26, Finley Financial, LLC's estimated gain on his IYH holdings is $-153,486.00, reflecting a -7.96% gain to date.

Finley Financial, LLC IYH ($57.26) Holding Chart

Finley Financial, LLC IYH ($57.26) 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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