Blue Chip Wealth Management, Inc. IVW Holdings History
Blue Chip Wealth Management, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2020-09-30, Blue Chip Wealth Management, Inc. held 46,232.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $2.67 Mil. This investment constitutes 2.11% of their stock portfolio, and Blue Chip Wealth Management, Inc. now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Blue Chip Wealth Management, Inc. has made 3 purchases of IVW, at an average price of $38.45, for a total of 52,512.00 shares. In addition, there have been 6 sales at an average price of $41.86 for 6,280.00 shares. Based on historical transaction data and IVW's current price of $109.49, Blue Chip Wealth Management, Inc.'s estimated gain on his IVW holdings is $3.31 Mil, reflecting a 163.72% gain to date.
Blue Chip Wealth Management, Inc. IVW ($109.49) Holding Chart
Blue Chip Wealth Management, Inc. IVW ($109.49) 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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