Number of Shares
196,742.00
Current Holdings Value*
$27.63 Mil
% of Portfolio
2.15%
Total Estimate Gain
$17.98 Mil
% of Total Estimate Gain
91.77%

Howard Capital Management Group, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Howard Capital Management Group, LLC held 196,742.00 shares of iShares U.S. Technology ETF(IYW), totaling $27.63 Mil. This investment constitutes 2.15% of their stock portfolio, and Howard Capital Management Group, LLC now holds 0.16% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2021Q1. And since then Howard Capital Management Group, LLC has made 7 purchases of IYW, at an average price of $88.87, for a total of 220,476.00 shares. In addition, there have been 7 sales at an average price of $136.42 for 23,734.00 shares. Based on historical transaction data and IYW's current price of $174.53, Howard Capital Management Group, LLC's estimated gain on his IYW holdings is $17.98 Mil, reflecting a 91.77% gain to date.

Howard Capital Management Group, LLC IYW ($174.53) Holding Chart

Howard Capital Management Group, LLC IYW ($174.53) 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