Number of Shares
5,485.00
Current Holdings Value*
$289,610.00
% of Portfolio
0.07%
Total Estimate Gain
$-262,839.69
% of Total Estimate Gain
-2.93%

Mason & Associates Inc's iShares U.S. Healthcare Providers ETF Holding Summary

As of 2025-03-31, Mason & Associates Inc held 5,485.00 shares of iShares U.S. Healthcare Providers ETF(IHF), totaling $289,610.00. This investment constitutes 0.07% of their stock portfolio, and Mason & Associates Inc now holds 0.04% of the outstanding iShares U.S. Healthcare Providers ETF(IHF) stock.

The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 7 purchases of IHF, at an average price of $54.42, for a total of 165,096.00 shares. In addition, there have been 6 sales at an average price of $53.18 for 159,611.00 shares. Based on historical transaction data and IHF's current price of $42.59, Mason & Associates Inc's estimated gain on his IHF holdings is $-262,839.69, reflecting a -2.93% gain to date.

Mason & Associates Inc IHF ($42.59) Holding Chart

Mason & Associates Inc IHF ($42.59) 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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