Number of Shares
197,514.00
Current Holdings Value*
$23.90 Mil
% of Portfolio
2.1%
Total Estimate Gain
$11.56 Mil
% of Total Estimate Gain
79.97%

Magnus Financial Group LLC's iShares U.S. Financials ETF Holding Summary

As of 2025-06-30, Magnus Financial Group LLC held 197,514.00 shares of iShares U.S. Financials ETF(IYF), totaling $23.90 Mil. This investment constitutes 2.1% of their stock portfolio, and Magnus Financial Group LLC now holds 0.59% of the outstanding iShares U.S. Financials ETF(IYF) stock.

The initial trade took place in 2019Q1. And since then Magnus Financial Group LLC has made 21 purchases of IYF, at an average price of $64.42, for a total of 224,337.00 shares. In addition, there have been 3 sales at an average price of $70.90 for 26,823.00 shares. Based on historical transaction data and IYF's current price of $122.05, Magnus Financial Group LLC's estimated gain on his IYF holdings is $11.56 Mil, reflecting a 79.97% gain to date.

Magnus Financial Group LLC IYF ($122.05) Holding Chart

Magnus Financial Group LLC IYF ($122.05) 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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