CWM, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CWM, LLC held 5.37 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $498.89 Mil. This investment constitutes 1.99% of their stock portfolio, and CWM, LLC now holds 0.98% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2015Q3. And since then CWM, LLC has made 15 purchases of IVW, at an average price of $58.76, for a total of 10.03 Mil shares. In addition, there have been 5 sales at an average price of $65.48 for 4.66 Mil shares. Based on historical transaction data and IVW's current price of $111.98, CWM, LLC's estimated gain on his IVW holdings is $317.25 Mil, reflecting a 53.83% gain to date.
CWM, LLC IVW ($111.98) Holding Chart
CWM, LLC IVW ($111.98) 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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