Curtis Advisory Group, LLC IVW Holdings History
Curtis Advisory Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 5,179.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $480,770.00. This investment constitutes 0.14% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 6 purchases of IVW, at an average price of $74.59, for a total of 24,089.00 shares. In addition, there have been 3 sales at an average price of $98.03 for 18,910.00 shares. Based on historical transaction data and IVW's current price of $112.31, Curtis Advisory Group, LLC's estimated gain on his IVW holdings is $638,525.05, reflecting a 35.54% gain to date.
Curtis Advisory Group, LLC IVW ($112.31) Holding Chart
Curtis 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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