Number of Shares
132.00
Current Holdings Value*
$11,750.00
% of Portfolio
0%
Total Estimate Gain
$616,887.93
% of Total Estimate Gain
6.33%

Spectrum Wealth Counsel, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary

As of 2025-03-31, Spectrum Wealth Counsel, LLC held 132.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $11,750.00. This investment constitutes 0% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.

The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 1 purchases of IGV, at an average price of $79.09, for a total of 123,296.00 shares. In addition, there have been 4 sales at an average price of $84.07 for 123,164.00 shares. Based on historical transaction data and IGV's current price of $108.99, Spectrum Wealth Counsel, LLC's estimated gain on his IGV holdings is $616,887.93, reflecting a 6.33% gain to date.

Spectrum Wealth Counsel, LLC IGV ($108.99) Holding Chart

Spectrum Wealth Counsel, LLC IGV ($108.99) 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 %

Top Ranked Articles

  • 1