Number of Shares
54,437.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
2.86%
Total Estimate Gain
$-306,847.67
% of Total Estimate Gain
-9.03%

Lighthouse Financial LLC's iShares U.S. Healthcare ETF Holding Summary

As of 2025-03-31, Lighthouse Financial LLC held 54,437.00 shares of iShares U.S. Healthcare ETF(IYH), totaling $3.31 Mil. This investment constitutes 2.86% of their stock portfolio, and Lighthouse Financial LLC now holds 0.11% of the outstanding iShares U.S. Healthcare ETF(IYH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $61.10 for 574.00 shares. Based on historical transaction data and IYH's current price of $56.11, Lighthouse Financial LLC's estimated gain on his IYH holdings is $-306,847.67, reflecting a -9.03% gain to date.

Lighthouse Financial LLC IYH ($56.11) Holding Chart

Lighthouse Financial LLC IYH ($56.11) 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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