Lighthouse Financial LLC IYH Holdings History
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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