Number of Shares
67,303.00
Current Holdings Value*
$6.10 Mil
% of Portfolio
5.07%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
62.78%

Dynamic Wealth Strategies, LLC's iShares Expanded Tech Sector ETF Holding Summary

As of 2025-03-31, Dynamic Wealth Strategies, LLC held 67,303.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $6.10 Mil. This investment constitutes 5.07% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.12% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 3 purchases of IGM, at an average price of $69.23, for a total of 72,179.00 shares. In addition, there have been 2 sales at an average price of $86.91 for 4,876.00 shares. Based on historical transaction data and IGM's current price of $114.56, Dynamic Wealth Strategies, LLC's estimated gain on his IGM holdings is $3.14 Mil, reflecting a 62.78% gain to date.

Dynamic Wealth Strategies, LLC IGM ($114.56) Holding Chart

Dynamic Wealth Strategies, LLC IGM ($114.56) 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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