Number of Shares
178,752.00
Current Holdings Value*
$19.16 Mil
% of Portfolio
4.41%
Total Estimate Gain
$10.44 Mil
% of Total Estimate Gain
66.44%

New England Investment & Retirement Group, Inc.'s iShares U.S. Industrials ETF Holding Summary

As of 2021-09-30, New England Investment & Retirement Group, Inc. held 178,752.00 shares of iShares U.S. Industrials ETF(IYJ), totaling $19.16 Mil. This investment constitutes 4.41% of their stock portfolio, and New England Investment & Retirement Group, Inc. now holds 1.38% of the outstanding iShares U.S. Industrials ETF(IYJ) stock.

The initial trade took place in 2018Q2. And since then New England Investment & Retirement Group, Inc. has made 4 purchases of IYJ, at an average price of $86.78, for a total of 180,977.00 shares. In addition, there have been 2 sales at an average price of $111.98 for 2,225.00 shares. Based on historical transaction data and IYJ's current price of $144.85, New England Investment & Retirement Group, Inc.'s estimated gain on his IYJ holdings is $10.44 Mil, reflecting a 66.44% gain to date.

New England Investment & Retirement Group, Inc. IYJ ($144.85) Holding Chart

New England Investment & Retirement Group, Inc. IYJ ($144.85) 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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