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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