WEALTHSOURCE PARTNERS, LLC IYW Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares U.S. Technology ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 238,192.00 shares of iShares U.S. Technology ETF(IYW), totaling $29.24 Mil. This investment constitutes 1.91% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.21% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of IYW, at an average price of $80.92, for a total of 424,367.00 shares. In addition, there have been 9 sales at an average price of $97.02 for 186,175.00 shares. Based on historical transaction data and IYW's current price of $178.69, WEALTHSOURCE PARTNERS, LLC's estimated gain on his IYW holdings is $26.29 Mil, reflecting a 76.55% gain to date.
WEALTHSOURCE PARTNERS, LLC IYW ($178.69) Holding Chart
WEALTHSOURCE PARTNERS, LLC 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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