Anchor Pointe Wealth Management, LLC IVW Holdings History
Number of Shares
23,334.00
Current Holdings Value*
$2.39 Mil
% of Portfolio
3.11%
Total Estimate Gain
$253,173.90
% of Total Estimate Gain
10.87%
Anchor Pointe Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 23,334.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $2.39 Mil. This investment constitutes 3.11% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVW's current price of $110.70, Anchor Pointe Wealth Management, LLC's estimated gain on his IVW holdings is $253,173.90, reflecting a 10.87% gain to date.
Anchor Pointe Wealth Management, LLC IVW ($110.70) Holding Chart
Anchor Pointe Wealth Management, LLC IVW ($110.70) 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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