Shira Ridge Wealth Management IGM Holdings History
Shira Ridge Wealth Management's iShares Expanded Tech Sector ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 96,767.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $10.87 Mil. This investment constitutes 4.97% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.16% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2025Q1. And since then Shira Ridge Wealth Management has made 2 purchases of IGM, at an average price of $100.70, for a total of 96,767.00 shares. Based on historical transaction data and IGM's current price of $114.34, Shira Ridge Wealth Management's estimated gain on his IGM holdings is $1.32 Mil, reflecting a 13.55% gain to date.
Shira Ridge Wealth Management IGM ($114.34) Holding Chart
Shira Ridge Wealth Management IGM ($114.34) 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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