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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