Stonebridge Financial Planning Group, LLC IYW Holdings History
Stonebridge Financial Planning Group, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 63,129.00 shares of iShares U.S. Technology ETF(IYW), totaling $8.87 Mil. This investment constitutes 4.05% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.05% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 7 purchases of IYW, at an average price of $58.57, for a total of 113,215.00 shares. In addition, there have been 14 sales at an average price of $110.39 for 50,086.00 shares. Based on historical transaction data and IYW's current price of $178.72, Stonebridge Financial Planning Group, LLC's estimated gain on his IYW holdings is $10.18 Mil, reflecting a 153.54% gain to date.
Stonebridge Financial Planning Group, LLC IYW ($178.72) Holding Chart
Stonebridge Financial Planning Group, LLC IYW ($178.72) 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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