Howard Capital Management Group, LLC IYG Holdings History
Howard Capital Management Group, LLC's iShares U.S. Financial Services ETF Holding Summary
As of 2025-03-31, Howard Capital Management Group, LLC held 99,147.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $7.79 Mil. This investment constitutes 0.61% of their stock portfolio, and Howard Capital Management Group, LLC now holds 0.47% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2021Q2. And since then Howard Capital Management Group, LLC has made 10 purchases of IYG, at an average price of $61.25, for a total of 121,418.00 shares. In addition, there have been 6 sales at an average price of $72.24 for 22,271.00 shares. Based on historical transaction data and IYG's current price of $85.95, Howard Capital Management Group, LLC's estimated gain on his IYG holdings is $2.69 Mil, reflecting a 36.22% gain to date.
Howard Capital Management Group, LLC IYG ($85.95) Holding Chart
Howard Capital Management Group, LLC IYG ($85.95) 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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