Number of Shares
24,588.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
1.08%
Total Estimate Gain
$137,446.92
% of Total Estimate Gain
5.86%

Second Half Financial Partners, LLC's iShares U.S. Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held 24,588.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $2.17 Mil. This investment constitutes 1.08% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.17% of the outstanding iShares U.S. Consumer Discretionary ETF(IYC) stock.

The initial trade took place in 2025Q1. And since then Second Half Financial Partners, LLC has made 1 purchases of IYC, at an average price of $95.42, for a total of 24,588.00 shares. Based on historical transaction data and IYC's current price of $101.01, Second Half Financial Partners, LLC's estimated gain on his IYC holdings is $137,446.92, reflecting a 5.86% gain to date.

Second Half Financial Partners, LLC IYC ($101.01) Holding Chart

Second Half Financial Partners, LLC IYC ($101.01) 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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