ADG Wealth Management Group, LLC IVW Holdings History
ADG Wealth Management Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 205,905.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $19.11 Mil. This investment constitutes 18.02% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 2,780.00 shares. Based on historical transaction data and IVW's current price of $110.15, ADG Wealth Management Group, LLC's estimated gain on his IVW holdings is $2.12 Mil, reflecting a 10.19% gain to date.
ADG Wealth Management Group, LLC IVW ($110.15) Holding Chart
ADG Wealth Management Group, LLC IVW ($110.15) 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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