SFI Advisors, LLC IGV Holdings History

Number of Shares
62,960.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
4.14%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
24.39%

SFI Advisors, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary

As of 2025-03-31, SFI Advisors, LLC held 62,960.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $5.60 Mil. This investment constitutes 4.14% of their stock portfolio, and SFI Advisors, LLC now holds 0.05% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.

The initial trade took place in 2021Q4. And since then SFI Advisors, LLC has made 7 purchases of IGV, at an average price of $83.25, for a total of 76,330.00 shares. In addition, there have been 6 sales at an average price of $69.00 for 13,370.00 shares. Based on historical transaction data and IGV's current price of $110.90, SFI Advisors, LLC's estimated gain on his IGV holdings is $1.55 Mil, reflecting a 24.39% gain to date.

SFI Advisors, LLC IGV ($110.90) Holding Chart

SFI Advisors, 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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