Phillips Wealth Planners LLC IGV Holdings History
Phillips Wealth Planners LLC's iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 6,010.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $667,590.00. This investment constitutes 0.6% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0.01% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2025Q1. And since then Phillips Wealth Planners LLC has made 2 purchases of IGV, at an average price of $98.77, for a total of 6,010.00 shares. Based on historical transaction data and IGV's current price of $110.90, Phillips Wealth Planners LLC's estimated gain on his IGV holdings is $72,907.36, reflecting a 12.28% gain to date.
Phillips Wealth Planners LLC IGV ($110.90) Holding Chart
Phillips Wealth Planners LLC IGV ($110.90) 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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