BARRETT & COMPANY, INC. IVW Holdings History
BARRETT & COMPANY, INC.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, BARRETT & COMPANY, INC. held 143,761.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $15.83 Mil. This investment constitutes 5.93% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 8 purchases of IVW, at an average price of $71.52, for a total of 147,935.00 shares. In addition, there have been 1 sales at an average price of $65.97 for 4,174.00 shares. Based on historical transaction data and IVW's current price of $111.98, BARRETT & COMPANY, INC.'s estimated gain on his IVW holdings is $5.79 Mil, reflecting a 54.75% gain to date.
BARRETT & COMPANY, INC. IVW ($111.98) Holding Chart
BARRETT & COMPANY, INC. 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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