Number of Shares
14,033.00
Current Holdings Value*
$2.43 Mil
% of Portfolio
2.16%
Total Estimate Gain
$322,955.22
% of Total Estimate Gain
12.77%

Lakeshore Capital Group, Inc.'s iShares U.S. Technology ETF Holding Summary

As of 2025-06-30, Lakeshore Capital Group, Inc. held 14,033.00 shares of iShares U.S. Technology ETF(IYW), totaling $2.43 Mil. This investment constitutes 2.16% of their stock portfolio, and Lakeshore Capital Group, Inc. now holds 0.01% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2025Q1. And since then Lakeshore Capital Group, Inc. has made 1 purchases of IYW, at an average price of $155.77, for a total of 16,241.00 shares. In addition, there have been 1 sales at an average price of $151.41 for 2,208.00 shares. Based on historical transaction data and IYW's current price of $179.47, Lakeshore Capital Group, Inc.'s estimated gain on his IYW holdings is $322,955.22, reflecting a 12.77% gain to date.

Lakeshore Capital Group, Inc. IYW ($179.47) Holding Chart

Lakeshore Capital Group, Inc. IYW ($179.47) 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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