Finley Financial, LLC IYW Holdings History
Finley Financial, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 59,106.00 shares of iShares U.S. Technology ETF(IYW), totaling $10.24 Mil. This investment constitutes 5.15% of their stock portfolio, and Finley Financial, LLC now holds 0.05% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 2 purchases of IYW, at an average price of $158.31, for a total of 59,106.00 shares. Based on historical transaction data and IYW's current price of $179.47, Finley Financial, LLC's estimated gain on his IYW holdings is $1.25 Mil, reflecting a 13.37% gain to date.
Finley Financial, LLC IYW ($179.47) Holding Chart
Finley Financial, LLC IYW ($179.47) 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
