Arkadios Wealth Advisors IVW Holdings History
Arkadios Wealth Advisors's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 267,656.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $24.85 Mil. This investment constitutes 0.94% of their stock portfolio, and Arkadios Wealth Advisors now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 10 purchases of IVW, at an average price of $88.21, for a total of 351,752.00 shares. In addition, there have been 5 sales at an average price of $73.27 for 84,096.00 shares. Based on historical transaction data and IVW's current price of $111.98, Arkadios Wealth Advisors's estimated gain on his IVW holdings is $5.11 Mil, reflecting a 16.45% gain to date.
Arkadios Wealth Advisors IVW ($111.98) Holding Chart
Arkadios Wealth Advisors IVW ($111.98) 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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