Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$630,036.03
% of Total Estimate Gain
8.37%

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

As of 2025-03-31, Second Half Financial Partners, LLC held - shares of iShares U.S. Financials ETF(IYF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0% of the outstanding iShares U.S. Financials ETF(IYF) stock.

The initial trade took place in 2023Q2. And since then Second Half Financial Partners, LLC has made 3 purchases of IYF, at an average price of $103.24, for a total of 72,882.00 shares. In addition, there have been 2 sales at an average price of $111.89 for 72,882.00 shares. Based on historical transaction data and IYF's current price of $122.59, Second Half Financial Partners, LLC's estimated gain on his IYF holdings is $630,036.03, reflecting a 8.37% gain to date.

Second Half Financial Partners, LLC IYF ($122.59) Holding Chart

Second Half Financial Partners, LLC IYF ($122.59) 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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