Ascension Capital Advisors, Inc. IVW Holdings History
Ascension Capital Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Ascension Capital Advisors, Inc. held 89,588.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.32 Mil. This investment constitutes 3.8% of their stock portfolio, and Ascension Capital Advisors, Inc. now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q3. And since then Ascension Capital Advisors, Inc. has made 5 purchases of IVW, at an average price of $74.62, for a total of 336,262.00 shares. In addition, there have been 4 sales at an average price of $72.32 for 246,674.00 shares. Based on historical transaction data and IVW's current price of $113.29, Ascension Capital Advisors, Inc.'s estimated gain on his IVW holdings is $2.90 Mil, reflecting a 11.54% gain to date.
Ascension Capital Advisors, Inc. IVW ($113.29) Holding Chart
Ascension Capital Advisors, Inc. IVW ($113.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
