Number of Shares
80,488.00
Current Holdings Value*
$7.16 Mil
% of Portfolio
0.8%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
13.49%

Royal Fund Management, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary

As of 2025-03-31, Royal Fund Management, LLC held 80,488.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $7.16 Mil. This investment constitutes 0.8% of their stock portfolio, and Royal Fund Management, LLC now holds 0.07% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.

The initial trade took place in 2025Q1. And since then Royal Fund Management, LLC has made 1 purchases of IGV, at an average price of $98.77, for a total of 80,488.00 shares. Based on historical transaction data and IGV's current price of $112.09, Royal Fund Management, LLC's estimated gain on his IGV holdings is $1.07 Mil, reflecting a 13.49% gain to date.

Royal Fund Management, LLC IGV ($112.09) Holding Chart

Royal Fund Management, LLC IGV ($112.09) 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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