Detalus Advisors, LLC IVW Holdings History
Detalus Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 239,917.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $22.27 Mil. This investment constitutes 6.99% of their stock portfolio, and Detalus Advisors, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q2. And since then Detalus Advisors, LLC has made 6 purchases of IVW, at an average price of $74.29, for a total of 258,124.00 shares. In addition, there have been 2 sales at an average price of $92.90 for 18,207.00 shares. Based on historical transaction data and IVW's current price of $113.06, Detalus Advisors, LLC's estimated gain on his IVW holdings is $9.64 Mil, reflecting a 50.26% gain to date.
Detalus Advisors, LLC IVW ($113.06) Holding Chart
Detalus Advisors, LLC IVW ($113.06) 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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