Castle Rock Wealth Management, LLC IGV Holdings History
Castle Rock Wealth Management, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2025-03-31, Castle Rock Wealth Management, LLC held 32,622.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $2.93 Mil. This investment constitutes 0.79% of their stock portfolio, and Castle Rock Wealth Management, LLC now holds 0.03% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2025Q1. And since then Castle Rock Wealth Management, LLC has made 1 purchases of IGV, at an average price of $98.77, for a total of 32,622.00 shares. Based on historical transaction data and IGV's current price of $107.78, Castle Rock Wealth Management, LLC's estimated gain on his IGV holdings is $293,924.22, reflecting a 9.12% gain to date.
Castle Rock Wealth Management, LLC IGV ($107.78) Holding Chart
Castle Rock Wealth Management, LLC IGV ($107.78) 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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