Midwest Capital Advisors, LLC IYW Holdings History
Number of Shares
41,253.00
Current Holdings Value*
$5.79 Mil
% of Portfolio
3.56%
Total Estimate Gain
$851,383.11
% of Total Estimate Gain
13.06%
Midwest Capital Advisors, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Midwest Capital Advisors, LLC held 41,253.00 shares of iShares U.S. Technology ETF(IYW), totaling $5.79 Mil. This investment constitutes 3.56% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.03% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. And since then Midwest Capital Advisors, LLC has made 1 purchases of IYW, at an average price of $158.08, for a total of 41,253.00 shares. Based on historical transaction data and IYW's current price of $178.72, Midwest Capital Advisors, LLC's estimated gain on his IYW holdings is $851,383.11, reflecting a 13.06% gain to date.
Midwest Capital Advisors, LLC IYW ($178.72) Holding Chart
Midwest Capital Advisors, LLC IYW ($178.72) 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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