CALAMOS WEALTH MANAGEMENT LLC IVW Holdings History
CALAMOS WEALTH MANAGEMENT LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 1.08 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $99.86 Mil. This investment constitutes 5.03% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0.2% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2015Q2. And since then CALAMOS WEALTH MANAGEMENT LLC has made 20 purchases of IVW, at an average price of $52.35, for a total of 1.90 Mil shares. In addition, there have been 10 sales at an average price of $41.84 for 827,816.00 shares. Based on historical transaction data and IVW's current price of $109.49, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his IVW holdings is $52.77 Mil, reflecting a 52.96% gain to date.
CALAMOS WEALTH MANAGEMENT LLC IVW ($109.49) Holding Chart
CALAMOS WEALTH 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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