Number of Shares
4,551.00
Current Holdings Value*
$513,580.00
% of Portfolio
0.07%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
19.79%

Moloney Securities Asset Management, LLC's iShares U.S. Financials ETF Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held 4,551.00 shares of iShares U.S. Financials ETF(IYF), totaling $513,580.00. This investment constitutes 0.07% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0.02% of the outstanding iShares U.S. Financials ETF(IYF) stock.

The initial trade took place in 2021Q2. And since then Moloney Securities Asset Management, LLC has made 6 purchases of IYF, at an average price of $88.10, for a total of 128,593.00 shares. In addition, there have been 2 sales at an average price of $104.91 for 124,042.00 shares. Based on historical transaction data and IYF's current price of $122.59, Moloney Securities Asset Management, LLC's estimated gain on his IYF holdings is $2.24 Mil, reflecting a 19.79% gain to date.

Moloney Securities Asset Management, LLC IYF ($122.59) Holding Chart

Moloney Securities Asset Management, LLC IYF ($122.59) 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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