Number of Shares
306,642.00
Current Holdings Value*
$27.80 Mil
% of Portfolio
4.31%
Total Estimate Gain
$11.21 Mil
% of Total Estimate Gain
45.89%

Portfolio Strategies, Inc.'s iShares Expanded Tech Sector ETF Holding Summary

As of 2025-03-31, Portfolio Strategies, Inc. held 306,642.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $27.80 Mil. This investment constitutes 4.31% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.53% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2019Q2. And since then Portfolio Strategies, Inc. has made 6 purchases of IGM, at an average price of $74.11, for a total of 329,512.00 shares. In addition, there have been 18 sales at an average price of $70.03 for 22,870.00 shares. Based on historical transaction data and IGM's current price of $110.96, Portfolio Strategies, Inc.'s estimated gain on his IGM holdings is $11.21 Mil, reflecting a 45.89% gain to date.

Portfolio Strategies, Inc. IGM ($110.96) Holding Chart

Portfolio Strategies, Inc. IGM ($110.96) 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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