Compton Wealth Advisory Group, LLC IVW Holdings History
Compton Wealth Advisory Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Compton Wealth Advisory Group, LLC held 56,609.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $6.23 Mil. This investment constitutes 1.58% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q4. And since then Compton Wealth Advisory Group, LLC has made 8 purchases of IVW, at an average price of $50.43, for a total of 123,029.00 shares. In addition, there have been 16 sales at an average price of $67.68 for 66,420.00 shares. Based on historical transaction data and IVW's current price of $112.31, Compton Wealth Advisory Group, LLC's estimated gain on his IVW holdings is $4.65 Mil, reflecting a 74.92% gain to date.
Compton Wealth Advisory Group, LLC IVW ($112.31) Holding Chart
Compton Wealth Advisory Group, LLC IVW ($112.31) 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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