Broadview Financial Management, LLC IVW Holdings History
Broadview Financial Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 105,502.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $9.79 Mil. This investment constitutes 7.31% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 11 purchases of IVW, at an average price of $40.41, for a total of 177,323.00 shares. In addition, there have been 17 sales at an average price of $58.42 for 71,821.00 shares. Based on historical transaction data and IVW's current price of $109.49, Broadview Financial Management, LLC's estimated gain on his IVW holdings is $8.58 Mil, reflecting a 119.75% gain to date.
Broadview Financial Management, LLC IVW ($109.49) Holding Chart
Broadview Financial Management, LLC 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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