PETRA FINANCIAL ADVISORS INC IYK Holdings History
Number of Shares
44,697.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
2.62%
Total Estimate Gain
$115,318.26
% of Total Estimate Gain
3.80%
PETRA FINANCIAL ADVISORS INC's iShares U.S. Consumer Staples ETF Holding Summary
As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 44,697.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $3.20 Mil. This investment constitutes 2.62% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.21% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2025Q1. And since then PETRA FINANCIAL ADVISORS INC has made 1 purchases of IYK, at an average price of $67.90, for a total of 44,697.00 shares. Based on historical transaction data and IYK's current price of $70.48, PETRA FINANCIAL ADVISORS INC's estimated gain on his IYK holdings is $115,318.26, reflecting a 3.80% gain to date.
PETRA FINANCIAL ADVISORS INC IYK ($70.48) Holding Chart
PETRA FINANCIAL ADVISORS INC IYK ($70.48) 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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