GRIES FINANCIAL LLC IYW Holdings History

Number of Shares
64,734.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
1.76%
Total Estimate Gain
$7.56 Mil
% of Total Estimate Gain
71.56%

GRIES FINANCIAL LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, GRIES FINANCIAL LLC held 64,734.00 shares of iShares U.S. Technology ETF(IYW), totaling $9.09 Mil. This investment constitutes 1.76% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.05% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2022Q4. And since then GRIES FINANCIAL LLC has made 6 purchases of IYW, at an average price of $88.46, for a total of 119,406.00 shares. In addition, there have been 4 sales at an average price of $123.64 for 54,672.00 shares. Based on historical transaction data and IYW's current price of $175.51, GRIES FINANCIAL LLC's estimated gain on his IYW holdings is $7.56 Mil, reflecting a 71.56% gain to date.

GRIES FINANCIAL LLC IYW ($175.51) Holding Chart

GRIES FINANCIAL 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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