Barnes Wealth Management Group, Inc IVW Holdings History
Barnes Wealth Management Group, Inc's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 58,145.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.40 Mil. This investment constitutes 3.46% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of IVW, at an average price of $99.89, for a total of 58,145.00 shares. Based on historical transaction data and IVW's current price of $110.70, Barnes Wealth Management Group, Inc's estimated gain on his IVW holdings is $628,339.81, reflecting a 10.82% gain to date.
Barnes Wealth Management Group, Inc IVW ($110.70) Holding Chart
Barnes Wealth Management Group, Inc 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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