Copperleaf Capital, LLC IVW Holdings History
Copperleaf Capital, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 51,191.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.75 Mil. This investment constitutes 2.84% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Copperleaf Capital, LLC has made 6 purchases of IVW, at an average price of $87.03, for a total of 61,010.00 shares. In addition, there have been 1 sales at an average price of $80.34 for 9,819.00 shares. Based on historical transaction data and IVW's current price of $112.31, Copperleaf Capital, LLC's estimated gain on his IVW holdings is $1.23 Mil, reflecting a 23.14% gain to date.
Copperleaf Capital, LLC IVW ($112.31) Holding Chart
Copperleaf Capital, 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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