CVT Volatility Managed Moderate Growth Portfolio IVW Holdings History
CVT Volatility Managed Moderate Growth Portfolio's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Growth Portfolio held 65,000.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $6.03 Mil. This investment constitutes 11.2% of their stock portfolio, and CVT Volatility Managed Moderate Growth Portfolio now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q3. And since then CVT Volatility Managed Moderate Growth Portfolio has made 6 purchases of IVW, at an average price of $50.77, for a total of 170,000.00 shares. In addition, there have been 12 sales at an average price of $69.83 for 105,000.00 shares. Based on historical transaction data and IVW's current price of $111.03, CVT Volatility Managed Moderate Growth Portfolio's estimated gain on his IVW holdings is $5.92 Mil, reflecting a 68.56% gain to date.
CVT Volatility Managed Moderate Growth Portfolio IVW ($111.03) Holding Chart
CVT Volatility Managed Moderate Growth Portfolio IVW ($111.03) 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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