TRITONPOINT WEALTH, LLC IYW Holdings History
TRITONPOINT WEALTH, LLC's iShares U.S. Technology ETF Holding Summary
As of 2025-06-30, TRITONPOINT WEALTH, LLC held 107,372.00 shares of iShares U.S. Technology ETF(IYW), totaling $18.60 Mil. This investment constitutes 1.72% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0.09% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 2 purchases of IYW, at an average price of $116.40, for a total of 120,788.00 shares. In addition, there have been 4 sales at an average price of $148.14 for 13,416.00 shares. Based on historical transaction data and IYW's current price of $178.72, TRITONPOINT WEALTH, LLC's estimated gain on his IYW holdings is $7.12 Mil, reflecting a 50.62% gain to date.
TRITONPOINT WEALTH, LLC IYW ($178.72) Holding Chart
TRITONPOINT WEALTH, 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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