Number of Shares
38,973.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
5.87%
Total Estimate Gain
$652,308.52
% of Total Estimate Gain
10.10%

Variant Private Wealth, LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-03-31, Variant Private Wealth, LLC held 38,973.00 shares of iShares U.S. Technology ETF(IYW), totaling $5.47 Mil. This investment constitutes 5.87% of their stock portfolio, and Variant Private Wealth, LLC now holds 0.03% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $155.77 for 1,823.00 shares. Based on historical transaction data and IYW's current price of $175.25, Variant Private Wealth, LLC's estimated gain on his IYW holdings is $652,308.52, reflecting a 10.10% gain to date.

Variant Private Wealth, LLC IYW ($175.25) Holding Chart

Variant Private Wealth, LLC IYW ($175.25) 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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