Number of Shares
45,262.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
3.36%
Total Estimate Gain
$126,544.49
% of Total Estimate Gain
3.98%

Wall Street Financial Group, Inc.'s iShares U.S. Consumer Staples ETF Holding Summary

As of 2025-03-31, Wall Street Financial Group, Inc. held 45,262.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $3.24 Mil. This investment constitutes 3.36% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0.22% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.

The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 2 purchases of IYK, at an average price of $67.69, for a total of 46,995.00 shares. In addition, there have been 1 sales at an average price of $67.90 for 1,733.00 shares. Based on historical transaction data and IYK's current price of $70.48, Wall Street Financial Group, Inc.'s estimated gain on his IYK holdings is $126,544.49, reflecting a 3.98% gain to date.

Wall Street Financial Group, Inc. IYK ($70.48) Holding Chart

Wall Street Financial Group, Inc. IYK ($70.48) 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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