Bay Harbor Wealth Management, LLC IVW Holdings History
Bay Harbor Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Bay Harbor Wealth Management, LLC held 114,763.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $12.64 Mil. This investment constitutes 3.67% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 9 purchases of IVW, at an average price of $81.12, for a total of 141,600.00 shares. In addition, there have been 6 sales at an average price of $88.50 for 26,837.00 shares. Based on historical transaction data and IVW's current price of $113.06, Bay Harbor Wealth Management, LLC's estimated gain on his IVW holdings is $3.86 Mil, reflecting a 33.64% gain to date.
Bay Harbor Wealth Management, LLC IVW ($113.06) Holding Chart
Bay Harbor Wealth Management, LLC IVW ($113.06) 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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