FCG ADVISORS, LLC IVW Holdings History

Number of Shares
737,332.00
Current Holdings Value*
$42.60 Mil
% of Portfolio
10.8%
Total Estimate Gain
$55.06 Mil
% of Total Estimate Gain
149.51%

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

As of 2020-09-30, FCG ADVISORS, LLC held 737,332.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $42.60 Mil. This investment constitutes 10.8% of their stock portfolio, and FCG ADVISORS, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2014Q1. And since then FCG ADVISORS, LLC has made 14 purchases of IVW, at an average price of $36.99, for a total of 995,484.00 shares. In addition, there have been 4 sales at an average price of $32.33 for 258,152.00 shares. Based on historical transaction data and IVW's current price of $113.29, FCG ADVISORS, LLC's estimated gain on his IVW holdings is $55.06 Mil, reflecting a 149.51% gain to date.

FCG ADVISORS, LLC IVW ($113.29) Holding Chart

FCG ADVISORS, LLC IVW ($113.29) 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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