Number of Shares
229,558.00
Current Holdings Value*
$20.81 Mil
% of Portfolio
5.19%
Total Estimate Gain
$27.53 Mil
% of Total Estimate Gain
97.23%

Stuart Chaussee & Associates, Inc.'s iShares Expanded Tech Sector ETF Holding Summary

As of 2025-03-31, Stuart Chaussee & Associates, Inc. held 229,558.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $20.81 Mil. This investment constitutes 5.19% of their stock portfolio, and Stuart Chaussee & Associates, Inc. now holds 0.39% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2020Q1. And since then Stuart Chaussee & Associates, Inc. has made 5 purchases of IGM, at an average price of $41.10, for a total of 688,950.00 shares. In addition, there have been 16 sales at an average price of $64.39 for 459,392.00 shares. Based on historical transaction data and IGM's current price of $114.42, Stuart Chaussee & Associates, Inc.'s estimated gain on his IGM holdings is $27.53 Mil, reflecting a 97.23% gain to date.

Stuart Chaussee & Associates, Inc. IGM ($114.42) Holding Chart

Stuart Chaussee & Associates, Inc. IGM ($114.42) 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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