SOFI WEALTH, LLC IYW Holdings History
SOFI WEALTH, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 405,256.00 shares of iShares U.S. Technology ETF(IYW), totaling $56.91 Mil. This investment constitutes 4.28% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.32% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of IYW, at an average price of $155.82, for a total of 405,256.00 shares. Based on historical transaction data and IYW's current price of $178.72, SOFI WEALTH, LLC's estimated gain on his IYW holdings is $9.28 Mil, reflecting a 14.69% gain to date.
SOFI WEALTH, LLC IYW ($178.72) Holding Chart
SOFI WEALTH, LLC IYW ($178.72) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
