HC Advisors, LLC IYW Holdings History

Number of Shares
84,182.00
Current Holdings Value*
$11.82 Mil
% of Portfolio
8.85%
Total Estimate Gain
$9.04 Mil
% of Total Estimate Gain
63.20%

HC Advisors, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, HC Advisors, LLC held 84,182.00 shares of iShares U.S. Technology ETF(IYW), totaling $11.82 Mil. This investment constitutes 8.85% of their stock portfolio, and HC Advisors, LLC now holds 0.07% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2019Q4. And since then HC Advisors, LLC has made 12 purchases of IYW, at an average price of $71.82, for a total of 199,167.00 shares. In addition, there have been 9 sales at an average price of $73.61 for 114,985.00 shares. Based on historical transaction data and IYW's current price of $176.77, HC Advisors, LLC's estimated gain on his IYW holdings is $9.04 Mil, reflecting a 63.20% gain to date.

HC Advisors, LLC IYW ($176.77) Holding Chart

HC Advisors, LLC IYW ($176.77) 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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