MA Private Wealth IYW Holdings History

Number of Shares
119,366.00
Current Holdings Value*
$16.76 Mil
% of Portfolio
3.15%
Total Estimate Gain
$12.14 Mil
% of Total Estimate Gain
83.66%

MA Private Wealth's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, MA Private Wealth held 119,366.00 shares of iShares U.S. Technology ETF(IYW), totaling $16.76 Mil. This investment constitutes 3.15% of their stock portfolio, and MA Private Wealth now holds 0.09% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2022Q4. And since then MA Private Wealth has made 5 purchases of IYW, at an average price of $85.71, for a total of 169,360.00 shares. In addition, there have been 5 sales at an average price of $114.81 for 49,994.00 shares. Based on historical transaction data and IYW's current price of $175.25, MA Private Wealth's estimated gain on his IYW holdings is $12.14 Mil, reflecting a 83.66% gain to date.

MA Private Wealth IYW ($175.25) Holding Chart

MA Private Wealth IYW ($175.25) 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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