CVT Volatility Managed Moderate Portfolio IVW Holdings History
CVT Volatility Managed Moderate Portfolio's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Portfolio held 46,000.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.27 Mil. This investment constitutes 7.12% of their stock portfolio, and CVT Volatility Managed Moderate 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 Portfolio has made 5 purchases of IVW, at an average price of $51.06, for a total of 134,000.00 shares. In addition, there have been 14 sales at an average price of $68.56 for 88,000.00 shares. Based on historical transaction data and IVW's current price of $112.31, CVT Volatility Managed Moderate Portfolio's estimated gain on his IVW holdings is $4.36 Mil, reflecting a 63.69% gain to date.
CVT Volatility Managed Moderate Portfolio IVW ($112.31) Holding Chart
CVT Volatility Managed Moderate Portfolio IVW ($112.31) 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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