Planned Solutions, Inc. IYW Holdings History
Planned Solutions, Inc.'s iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 4,210.00 shares of iShares U.S. Technology ETF(IYW), totaling $591,250.00. This investment constitutes 0.24% of their stock portfolio, and Planned Solutions, Inc. now holds 0% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 4 purchases of IYW, at an average price of $140.44, for a total of 6,650.00 shares. In addition, there have been 3 sales at an average price of $128.37 for 2,440.00 shares. Based on historical transaction data and IYW's current price of $177.55, Planned Solutions, Inc.'s estimated gain on his IYW holdings is $126,746.58, reflecting a 13.57% gain to date.
Planned Solutions, Inc. IYW ($177.55) Holding Chart
Planned Solutions, Inc. IYW ($177.55) 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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