PATTON ALBERTSON MILLER GROUP, LLC IYW Holdings History
Number of Shares
102,701.00
Current Holdings Value*
$14.42 Mil
% of Portfolio
2.14%
Total Estimate Gain
$3.56 Mil
% of Total Estimate Gain
24.99%
PATTON ALBERTSON MILLER GROUP, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, PATTON ALBERTSON MILLER GROUP, LLC held 102,701.00 shares of iShares U.S. Technology ETF(IYW), totaling $14.42 Mil. This investment constitutes 2.14% of their stock portfolio, and PATTON ALBERTSON MILLER GROUP, LLC now holds 0.08% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2023Q1. And since then PATTON ALBERTSON MILLER GROUP, LLC has made 10 purchases of IYW, at an average price of $138.62, for a total of 102,701.00 shares. Based on historical transaction data and IYW's current price of $173.27, PATTON ALBERTSON MILLER GROUP, LLC's estimated gain on his IYW holdings is $3.56 Mil, reflecting a 24.99% gain to date.
PATTON ALBERTSON MILLER GROUP, LLC IYW ($173.27) Holding Chart
PATTON ALBERTSON MILLER GROUP, LLC IYW ($173.27) 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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