Number of Shares
69,360.00
Current Holdings Value*
$6.29 Mil
% of Portfolio
1.78%
Total Estimate Gain
$5.85 Mil
% of Total Estimate Gain
162.73%

WealthBridge Capital Management, LLC's iShares Expanded Tech Sector ETF Holding Summary

As of 2025-03-31, WealthBridge Capital Management, LLC held 69,360.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $6.29 Mil. This investment constitutes 1.78% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.12% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 15 purchases of IGM, at an average price of $39.27, for a total of 91,550.00 shares. In addition, there have been 9 sales at an average price of $67.71 for 22,190.00 shares. Based on historical transaction data and IGM's current price of $114.53, WealthBridge Capital Management, LLC's estimated gain on his IGM holdings is $5.85 Mil, reflecting a 162.73% gain to date.

WealthBridge Capital Management, LLC IGM ($114.53) Holding Chart

WealthBridge Capital Management, LLC IGM ($114.53) 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