Capital A Wealth Management, LLC IVW Holdings History
Capital A Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 9,641.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $894,970.00. This investment constitutes 0.94% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 22,614.00 shares. Based on historical transaction data and IVW's current price of $112.96, Capital A Wealth Management, LLC's estimated gain on his IVW holdings is $148,102.95, reflecting a 4.60% gain to date.
Capital A Wealth Management, LLC IVW ($112.96) Holding Chart
Capital A Wealth Management, LLC IVW ($112.96) 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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