Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$172,499.80
% of Total Estimate Gain
3.33%

Sharp Financial Services, LLC's iShares U.S. Telecommunications ETF Holding Summary

As of 2025-03-31, Sharp Financial Services, LLC held - shares of iShares U.S. Telecommunications ETF(IYZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding iShares U.S. Telecommunications ETF(IYZ) stock.

The initial trade took place in 2024Q4. And since then Sharp Financial Services, LLC has made 1 purchases of IYZ, at an average price of $26.72, for a total of 193,820.00 shares. In addition, there have been 1 sales at an average price of $27.61 for 193,820.00 shares. Based on historical transaction data and IYZ's current price of $29.90, Sharp Financial Services, LLC's estimated gain on his IYZ holdings is $172,499.80, reflecting a 3.33% gain to date.

Sharp Financial Services, LLC IYZ ($29.90) Holding Chart

Sharp Financial Services, LLC IYZ ($29.90) 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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