Commonwealth Financial Services, LLC IVW Holdings History
Commonwealth Financial Services, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 121,418.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.27 Mil. This investment constitutes 2.31% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2014Q4. And since then Commonwealth Financial Services, LLC has made 4 purchases of IVW, at an average price of $58.36, for a total of 205,749.00 shares. In addition, there have been 5 sales at an average price of $60.30 for 84,331.00 shares. Based on historical transaction data and IVW's current price of $108.97, Commonwealth Financial Services, LLC's estimated gain on his IVW holdings is $6.31 Mil, reflecting a 52.54% gain to date.
Commonwealth Financial Services, LLC IVW ($108.97) Holding Chart
Commonwealth Financial Services, LLC IVW ($108.97) 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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