PFG BR Equity ESG Strategy Fund IYW Holdings History
PFG BR Equity ESG Strategy Fund's iShares U.S. Technology ETF Holding Summary
As of 2025-04-30, PFG BR Equity ESG Strategy Fund held 89,885.00 shares of iShares U.S. Technology ETF(IYW), totaling $12.84 Mil. This investment constitutes 4.14% of their stock portfolio, and PFG BR Equity ESG Strategy Fund now holds 0.07% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2023Q3. And since then PFG BR Equity ESG Strategy Fund has made 6 purchases of IYW, at an average price of $120.67, for a total of 103,374.00 shares. In addition, there have been 1 sales at an average price of $148.06 for 13,489.00 shares. Based on historical transaction data and IYW's current price of $178.58, PFG BR Equity ESG Strategy Fund's estimated gain on his IYW holdings is $5.57 Mil, reflecting a 44.69% gain to date.
PFG BR Equity ESG Strategy Fund IYW ($178.58) Holding Chart
PFG BR Equity ESG Strategy Fund IYW ($178.58) 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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