JB Capital LLC IYW Holdings History

Number of Shares
281,513.00
Current Holdings Value*
$39.54 Mil
% of Portfolio
2.18%
Total Estimate Gain
$30.37 Mil
% of Total Estimate Gain
65.94%

JB Capital LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, JB Capital LLC held 281,513.00 shares of iShares U.S. Technology ETF(IYW), totaling $39.54 Mil. This investment constitutes 2.18% of their stock portfolio, and JB Capital LLC now holds 0.23% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2022Q4. And since then JB Capital LLC has made 6 purchases of IYW, at an average price of $90.65, for a total of 508,135.00 shares. In addition, there have been 4 sales at an average price of $115.31 for 226,622.00 shares. Based on historical transaction data and IYW's current price of $178.69, JB Capital LLC's estimated gain on his IYW holdings is $30.37 Mil, reflecting a 65.94% gain to date.

JB Capital LLC IYW ($178.69) Holding Chart

JB Capital LLC IYW ($178.69) 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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