Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$539,087.60
% of Total Estimate Gain
5.92%

Gitterman Wealth Management, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Gitterman Wealth Management, LLC held - shares of iShares U.S. Technology ETF(IYW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2024Q3. And since then Gitterman Wealth Management, LLC has made 1 purchases of IYW, at an average price of $147.06, for a total of 61,874.00 shares. In addition, there have been 2 sales at an average price of $155.77 for 61,874.00 shares. Based on historical transaction data and IYW's current price of $177.89, Gitterman Wealth Management, LLC's estimated gain on his IYW holdings is $539,087.60, reflecting a 5.92% gain to date.

Gitterman Wealth Management, LLC IYW ($177.89) Holding Chart

Gitterman Wealth Management, LLC IYW ($177.89) 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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