Advisors Capital Growth Fund IVW Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$6,240.00
% of Total Estimate Gain
0.96%
Advisors Capital Growth Fund's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Advisors Capital Growth Fund held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advisors Capital Growth Fund now holds 0% 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 6,500.00 shares. Based on historical transaction data and IVW's current price of $111.11, Advisors Capital Growth Fund's estimated gain on his IVW holdings is $6,240.00, reflecting a 0.96% gain to date.
Advisors Capital Growth Fund IVW ($111.11) Holding Chart
Advisors Capital Growth Fund IVW ($111.11) 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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