Westwind Capital IYJ Holdings History
Number of Shares
8,212.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.24%
Total Estimate Gain
$95,630.38
% of Total Estimate Gain
8.74%
Westwind Capital's iShares U.S. Industrials ETF Holding Summary
As of 2025-06-30, Westwind Capital held 8,212.00 shares of iShares U.S. Industrials ETF(IYJ), totaling $1.17 Mil. This investment constitutes 0.24% of their stock portfolio, and Westwind Capital now holds 0.07% of the outstanding iShares U.S. Industrials ETF(IYJ) stock.
The initial trade took place in 2025Q2. And since then Westwind Capital has made 1 purchases of IYJ, at an average price of $133.20, for a total of 8,212.00 shares. Based on historical transaction data and IYJ's current price of $144.85, Westwind Capital's estimated gain on his IYJ holdings is $95,630.38, reflecting a 8.74% gain to date.
Westwind Capital IYJ ($144.85) Holding Chart
Westwind Capital IYJ ($144.85) 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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