Brown Miller Wealth Management, LLC IVW Holdings History
Brown Miller Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Brown Miller Wealth Management, LLC held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Brown Miller Wealth Management, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Brown Miller Wealth Management, LLC has made 3 purchases of IVW, at an average price of $74.36, for a total of 25,526.00 shares. In addition, there have been 10 sales at an average price of $82.16 for 25,526.00 shares. Based on historical transaction data and IVW's current price of $113.29, Brown Miller Wealth Management, LLC's estimated gain on his IVW holdings is $199,302.87, reflecting a 10.50% gain to date.
Brown Miller Wealth Management, LLC IVW ($113.29) Holding Chart
Brown Miller Wealth Management, LLC IVW ($113.29) 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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