Number of Shares
181,191.00
Current Holdings Value*
$16.82 Mil
% of Portfolio
1.37%
Total Estimate Gain
$25.24 Mil
% of Total Estimate Gain
113.26%

FAS Wealth Partners, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, FAS Wealth Partners, Inc. held 181,191.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $16.82 Mil. This investment constitutes 1.37% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2014Q1. And since then FAS Wealth Partners, Inc. has made 17 purchases of IVW, at an average price of $28.36, for a total of 785,819.00 shares. In addition, there have been 20 sales at an average price of $44.83 for 604,628.00 shares. Based on historical transaction data and IVW's current price of $112.65, FAS Wealth Partners, Inc.'s estimated gain on his IVW holdings is $25.24 Mil, reflecting a 113.26% gain to date.

FAS Wealth Partners, Inc. IVW ($112.65) Holding Chart

FAS Wealth Partners, Inc. IVW ($112.65) 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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