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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