Keystone Financial Services IYW Holdings History
Keystone Financial Services's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 47,034.00 shares of iShares U.S. Technology ETF(IYW), totaling $6.61 Mil. This investment constitutes 2.52% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2022Q3. And since then Keystone Financial Services has made 8 purchases of IYW, at an average price of $92.01, for a total of 95,753.00 shares. In addition, there have been 3 sales at an average price of $115.15 for 48,719.00 shares. Based on historical transaction data and IYW's current price of $178.58, Keystone Financial Services's estimated gain on his IYW holdings is $5.20 Mil, reflecting a 59.02% gain to date.
Keystone Financial Services IYW ($178.58) Holding Chart
Keystone Financial Services IYW ($178.58) 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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