Second Half Financial Partners, LLC IYZ Holdings History
Second Half Financial Partners, LLC's iShares U.S. Telecommunications ETF Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 83,213.00 shares of iShares U.S. Telecommunications ETF(IYZ), totaling $2.28 Mil. This investment constitutes 1.13% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.6% of the outstanding iShares U.S. Telecommunications ETF(IYZ) stock.
The initial trade took place in 2024Q4. And since then Second Half Financial Partners, LLC has made 2 purchases of IYZ, at an average price of $27.53, for a total of 83,213.00 shares. Based on historical transaction data and IYZ's current price of $29.50, Second Half Financial Partners, LLC's estimated gain on his IYZ holdings is $164,000.97, reflecting a 7.16% gain to date.
Second Half Financial Partners, LLC IYZ ($29.50) Holding Chart
Second Half Financial Partners, LLC IYZ ($29.50) 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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