Hobbs Wealth Management, LLC IYW Holdings History
Hobbs Wealth Management, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Hobbs Wealth Management, LLC held 19,918.00 shares of iShares U.S. Technology ETF(IYW), totaling $2.80 Mil. This investment constitutes 3.1% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.02% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. And since then Hobbs Wealth Management, LLC has made 1 purchases of IYW, at an average price of $158.31, for a total of 19,918.00 shares. Based on historical transaction data and IYW's current price of $174.87, Hobbs Wealth Management, LLC's estimated gain on his IYW holdings is $329,744.66, reflecting a 10.46% gain to date.
Hobbs Wealth Management, LLC IYW ($174.87) Holding Chart
Hobbs Wealth Management, LLC IYW ($174.87) 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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