Tepp RIA, LLC IGV Holdings History
Number of Shares
24,975.00
Current Holdings Value*
$2.73 Mil
% of Portfolio
3.53%
Total Estimate Gain
$307,692.00
% of Total Estimate Gain
12.48%
Tepp RIA, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 24,975.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $2.73 Mil. This investment constitutes 3.53% of their stock portfolio, and Tepp RIA, LLC now holds 0.02% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2025Q2. And since then Tepp RIA, LLC has made 1 purchases of IGV, at an average price of $98.74, for a total of 24,975.00 shares. Based on historical transaction data and IGV's current price of $111.06, Tepp RIA, LLC's estimated gain on his IGV holdings is $307,692.00, reflecting a 12.48% gain to date.
Tepp RIA, LLC IGV ($111.06) Holding Chart
Tepp RIA, LLC IGV ($111.06) 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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