Number of Shares
262,034.00
Current Holdings Value*
$24.32 Mil
% of Portfolio
3.31%
Total Estimate Gain
$26.03 Mil
% of Total Estimate Gain
142.81%

CAHILL FINANCIAL ADVISORS INC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 262,034.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $24.32 Mil. This investment constitutes 3.31% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2014Q1. And since then CAHILL FINANCIAL ADVISORS INC has made 16 purchases of IVW, at an average price of $34.28, for a total of 531,732.00 shares. In addition, there have been 20 sales at an average price of $56.47 for 269,698.00 shares. Based on historical transaction data and IVW's current price of $110.80, CAHILL FINANCIAL ADVISORS INC's estimated gain on his IVW holdings is $26.03 Mil, reflecting a 142.81% gain to date.

CAHILL FINANCIAL ADVISORS INC IVW ($110.80) Holding Chart

CAHILL FINANCIAL ADVISORS INC IVW ($110.80) 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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