Cypress Wealth Services, LLC IVW Holdings History
Cypress Wealth Services, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 182,008.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $16.90 Mil. This investment constitutes 3.43% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 13 purchases of IVW, at an average price of $76.92, for a total of 207,496.00 shares. In addition, there have been 9 sales at an average price of $60.54 for 25,488.00 shares. Based on historical transaction data and IVW's current price of $110.80, Cypress Wealth Services, LLC's estimated gain on his IVW holdings is $5.75 Mil, reflecting a 36.01% gain to date.
Cypress Wealth Services, LLC IVW ($110.80) Holding Chart
Cypress Wealth Services, LLC IVW ($110.80) 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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