Kilter Group LLC IYW Holdings History
Number of Shares
33,901.00
Current Holdings Value*
$4.76 Mil
% of Portfolio
3.11%
Total Estimate Gain
$652,505.59
% of Total Estimate Gain
12.16%
Kilter Group LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Kilter Group LLC held 33,901.00 shares of iShares U.S. Technology ETF(IYW), totaling $4.76 Mil. This investment constitutes 3.11% of their stock portfolio, and Kilter Group LLC now holds 0.03% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. And since then Kilter Group LLC has made 1 purchases of IYW, at an average price of $158.31, for a total of 33,901.00 shares. Based on historical transaction data and IYW's current price of $177.56, Kilter Group LLC's estimated gain on his IYW holdings is $652,505.59, reflecting a 12.16% gain to date.
Kilter Group LLC IYW ($177.56) Holding Chart
Kilter Group LLC IYW ($177.56) 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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