Number of Shares
99,147.00
Current Holdings Value*
$7.79 Mil
% of Portfolio
0.61%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
36.62%

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 $86.25, Howard Capital Management Group, LLC's estimated gain on his IYG holdings is $2.72 Mil, reflecting a 36.62% gain to date.

Howard Capital Management Group, LLC IYG ($86.25) Holding Chart

Howard Capital Management Group, LLC IYG ($86.25) 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 %

Top Ranked Articles

  • 1