Adaptive Financial Consulting, LLC IVW Holdings History
Adaptive Financial Consulting, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 183,688.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $17.05 Mil. This investment constitutes 7.3% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 17 purchases of IVW, at an average price of $51.78, for a total of 222,719.00 shares. In addition, there have been 4 sales at an average price of $76.58 for 39,031.00 shares. Based on historical transaction data and IVW's current price of $110.80, Adaptive Financial Consulting, LLC's estimated gain on his IVW holdings is $11.81 Mil, reflecting a 102.41% gain to date.
Adaptive Financial Consulting, LLC IVW ($110.80) Holding Chart
Adaptive Financial Consulting, LLC IVW ($110.80) 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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