Number of Shares
73,977.00
Current Holdings Value*
$8.49 Mil
% of Portfolio
3.18%
Total Estimate Gain
$6.92 Mil
% of Total Estimate Gain
99.30%

VIVID FINANCIAL MANAGEMENT, INC.'s iShares U.S. Technology ETF Holding Summary

As of 2021-12-31, VIVID FINANCIAL MANAGEMENT, INC. held 73,977.00 shares of iShares U.S. Technology ETF(IYW), totaling $8.49 Mil. This investment constitutes 3.18% of their stock portfolio, and VIVID FINANCIAL MANAGEMENT, INC. now holds 0.09% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2019Q4. And since then VIVID FINANCIAL MANAGEMENT, INC. has made 6 purchases of IYW, at an average price of $84.81, for a total of 82,144.00 shares. In addition, there have been 2 sales at an average price of $93.03 for 8,167.00 shares. Based on historical transaction data and IYW's current price of $177.43, VIVID FINANCIAL MANAGEMENT, INC.'s estimated gain on his IYW holdings is $6.92 Mil, reflecting a 99.30% gain to date.

VIVID FINANCIAL MANAGEMENT, INC. IYW ($177.43) Holding Chart

VIVID FINANCIAL MANAGEMENT, INC. 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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