Guerra Advisors Inc IYW Holdings History
Guerra Advisors Inc's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 74,605.00 shares of iShares U.S. Technology ETF(IYW), totaling $10.48 Mil. This investment constitutes 5.86% of their stock portfolio, and Guerra Advisors Inc now holds 0.06% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $155.77 for 6,309.00 shares. Based on historical transaction data and IYW's current price of $178.72, Guerra Advisors Inc's estimated gain on his IYW holdings is $1.50 Mil, reflecting a 11.71% gain to date.
Guerra Advisors Inc IYW ($178.72) Holding Chart
Guerra Advisors Inc IYW ($178.72) 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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