Journey Beyond Wealth, LLC IGM Holdings History
Journey Beyond Wealth, LLC's iShares Expanded Tech Sector ETF Holding Summary
As of 2025-03-31, Journey Beyond Wealth, LLC held 27,232.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $2.47 Mil. This investment constitutes 2.31% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0.05% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of IGM, at an average price of $100.67, for a total of 27,232.00 shares. Based on historical transaction data and IGM's current price of $113.61, Journey Beyond Wealth, LLC's estimated gain on his IGM holdings is $352,496.95, reflecting a 12.86% gain to date.
Journey Beyond Wealth, LLC IGM ($113.61) Holding Chart
Journey Beyond Wealth, LLC IGM ($113.61) 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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