GDS Wealth Management IYF Holdings History
GDS Wealth Management's iShares U.S. Financials ETF Holding Summary
As of 2025-03-31, GDS Wealth Management held 4,649.00 shares of iShares U.S. Financials ETF(IYF), totaling $524,640.00. This investment constitutes 0.04% of their stock portfolio, and GDS Wealth Management now holds 0.02% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 6 purchases of IYF, at an average price of $75.83, for a total of 151,485.00 shares. In addition, there have been 6 sales at an average price of $113.59 for 146,836.00 shares. Based on historical transaction data and IYF's current price of $120.54, GDS Wealth Management's estimated gain on his IYF holdings is $5.75 Mil, reflecting a 50.08% gain to date.
GDS Wealth Management IYF ($120.54) Holding Chart
GDS Wealth Management IYF ($120.54) 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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