Signify Wealth IYW Holdings History

Number of Shares
54,361.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
9.79%
Total Estimate Gain
$3.37 Mil
% of Total Estimate Gain
44.17%

Signify Wealth's iShares U.S. Technology ETF Holding Summary

As of 2024-12-31, Signify Wealth held 54,361.00 shares of iShares U.S. Technology ETF(IYW), totaling $8.67 Mil. This investment constitutes 9.79% of their stock portfolio, and Signify Wealth now holds 0.04% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2021Q4. And since then Signify Wealth has made 6 purchases of IYW, at an average price of $119.13, for a total of 63,964.00 shares. In addition, there have been 2 sales at an average price of $132.46 for 9,603.00 shares. Based on historical transaction data and IYW's current price of $178.69, Signify Wealth's estimated gain on his IYW holdings is $3.37 Mil, reflecting a 44.17% gain to date.

Signify Wealth IYW ($178.69) Holding Chart

Signify Wealth IYW ($178.69) 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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