EWA, LLC IVW Holdings History

Number of Shares
265,975.00
Current Holdings Value*
$29.28 Mil
% of Portfolio
9.22%
Total Estimate Gain
$10.19 Mil
% of Total Estimate Gain
31.83%

EWA, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, EWA, LLC held 265,975.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $29.28 Mil. This investment constitutes 9.22% of their stock portfolio, and EWA, LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2024Q1. And since then EWA, LLC has made 4 purchases of IVW, at an average price of $81.72, for a total of 391,619.00 shares. In addition, there have been 2 sales at an average price of $96.46 for 125,644.00 shares. Based on historical transaction data and IVW's current price of $113.06, EWA, LLC's estimated gain on his IVW holdings is $10.19 Mil, reflecting a 31.83% gain to date.

EWA, LLC IVW ($113.06) Holding Chart

EWA, 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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