Blue Zone Wealth Advisors, LLC IVW Holdings History
Blue Zone Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 111,155.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.32 Mil. This investment constitutes 2.87% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Blue Zone Wealth Advisors, LLC has made 6 purchases of IVW, at an average price of $47.61, for a total of 318,769.00 shares. In addition, there have been 15 sales at an average price of $67.25 for 207,614.00 shares. Based on historical transaction data and IVW's current price of $112.31, Blue Zone Wealth Advisors, LLC's estimated gain on his IVW holdings is $11.27 Mil, reflecting a 74.24% gain to date.
Blue Zone Wealth Advisors, LLC IVW ($112.31) Holding Chart
Blue Zone Wealth Advisors, 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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