Number of Shares
50,918.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
2.79%
Total Estimate Gain
$866,115.18
% of Total Estimate Gain
17.34%

Northstar Advisory Group, LLC's iShares Expanded Tech Sector ETF Holding Summary

As of 2025-06-30, Northstar Advisory Group, LLC held 50,918.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $5.72 Mil. This investment constitutes 2.79% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0.09% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2025Q2. And since then Northstar Advisory Group, LLC has made 1 purchases of IGM, at an average price of $98.10, for a total of 50,918.00 shares. Based on historical transaction data and IGM's current price of $115.11, Northstar Advisory Group, LLC's estimated gain on his IGM holdings is $866,115.18, reflecting a 17.34% gain to date.

Northstar Advisory Group, LLC IGM ($115.11) Holding Chart

Northstar Advisory Group, LLC IGM ($115.11) 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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