Austin Private Wealth, LLC IVW Holdings History
Austin Private Wealth, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Austin Private Wealth, LLC held 626,025.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $58.11 Mil. This investment constitutes 5.2% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.11% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Austin Private Wealth, LLC has made 7 purchases of IVW, at an average price of $82.82, for a total of 626,025.00 shares. Based on historical transaction data and IVW's current price of $112.31, Austin Private Wealth, LLC's estimated gain on his IVW holdings is $18.46 Mil, reflecting a 35.61% gain to date.
Austin Private Wealth, LLC IVW ($112.31) Holding Chart
Austin Private Wealth, LLC IVW ($112.31) 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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