EHRLICH FINANCIAL GROUP IVW Holdings History
EHRLICH FINANCIAL GROUP's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, EHRLICH FINANCIAL GROUP held 118,441.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.99 Mil. This investment constitutes 8.01% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of IVW, at an average price of $76.47, for a total of 151,749.00 shares. In addition, there have been 2 sales at an average price of $94.54 for 33,308.00 shares. Based on historical transaction data and IVW's current price of $110.80, EHRLICH FINANCIAL GROUP's estimated gain on his IVW holdings is $4.67 Mil, reflecting a 40.23% gain to date.
EHRLICH FINANCIAL GROUP IVW ($110.80) Holding Chart
EHRLICH FINANCIAL GROUP 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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