Signature Wealth Management Partners, LLC IYW Holdings History
Signature Wealth Management Partners, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 65,048.00 shares of iShares U.S. Technology ETF(IYW), totaling $11.27 Mil. This investment constitutes 6.44% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0.05% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 8 purchases of IYW, at an average price of $82.75, for a total of 87,388.00 shares. In addition, there have been 10 sales at an average price of $96.54 for 22,340.00 shares. Based on historical transaction data and IYW's current price of $177.43, Signature Wealth Management Partners, LLC's estimated gain on his IYW holdings is $6.47 Mil, reflecting a 89.43% gain to date.
Signature Wealth Management Partners, LLC IYW ($177.43) Holding Chart
Signature Wealth Management Partners, LLC IYW ($177.43) 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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