CWC Advisors, LLC. IVW Holdings History
Number of Shares
44,526.00
Current Holdings Value*
$4.13 Mil
% of Portfolio
2.35%
Total Estimate Gain
$415,872.84
% of Total Estimate Gain
9.26%
CWC Advisors, LLC.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CWC Advisors, LLC. held 44,526.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.13 Mil. This investment constitutes 2.35% of their stock portfolio, and CWC Advisors, LLC. now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2025Q1. And since then CWC Advisors, LLC. has made 1 purchases of IVW, at an average price of $100.81, for a total of 44,526.00 shares. Based on historical transaction data and IVW's current price of $110.15, CWC Advisors, LLC.'s estimated gain on his IVW holdings is $415,872.84, reflecting a 9.26% gain to date.
CWC Advisors, LLC. IVW ($110.15) Holding Chart
CWC Advisors, LLC. IVW ($110.15) 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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