EWA, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, EWA, LLC held 125,006.00 shares of iShares S&P 500 Value ETF(IVE), totaling $24.43 Mil. This investment constitutes 7.69% of their stock portfolio, and EWA, LLC now holds 0.06% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then EWA, LLC has made 3 purchases of IVE, at an average price of $181.17, for a total of 152,785.00 shares. In addition, there have been 3 sales at an average price of $186.04 for 27,779.00 shares. Based on historical transaction data and IVE's current price of $198.88, EWA, LLC's estimated gain on his IVE holdings is $2.35 Mil, reflecting a 8.48% gain to date.
EWA, LLC IVE ($198.88) Holding Chart
EWA, LLC IVE ($198.88) 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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