IAM Advisory, LLC QGRO Holdings History

Number of Shares
137,273.00
Current Holdings Value*
$14.98 Mil
% of Portfolio
3.6%
Total Estimate Gain
$5.44 Mil
% of Total Estimate Gain
44.76%

IAM Advisory, LLC's American Century U.S. Quality Growth ETF Holding Summary

As of 2025-06-30, IAM Advisory, LLC held 137,273.00 shares of American Century U.S. Quality Growth ETF(QGRO), totaling $14.98 Mil. This investment constitutes 3.6% of their stock portfolio, and IAM Advisory, LLC now holds 0.86% of the outstanding American Century U.S. Quality Growth ETF(QGRO) stock.

The initial trade took place in 2021Q3. And since then IAM Advisory, LLC has made 3 purchases of QGRO, at an average price of $72.62, for a total of 167,404.00 shares. In addition, there have been 13 sales at an average price of $84.07 for 30,131.00 shares. Based on historical transaction data and QGRO's current price of $109.74, IAM Advisory, LLC's estimated gain on his QGRO holdings is $5.44 Mil, reflecting a 44.76% gain to date.

IAM Advisory, LLC QGRO ($109.74) Holding Chart

IAM Advisory, LLC QGRO ($109.74) 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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