Number of Shares
53,689.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
3.7%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
24.81%

FFG RETIREMENT ADVISORS LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, FFG RETIREMENT ADVISORS LLC held 53,689.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.91 Mil. This investment constitutes 3.7% of their stock portfolio, and FFG RETIREMENT ADVISORS LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2023Q3. And since then FFG RETIREMENT ADVISORS LLC has made 3 purchases of IVW, at an average price of $84.38, for a total of 74,118.00 shares. In addition, there have been 5 sales at an average price of $84.94 for 20,429.00 shares. Based on historical transaction data and IVW's current price of $113.06, FFG RETIREMENT ADVISORS LLC's estimated gain on his IVW holdings is $1.55 Mil, reflecting a 24.81% gain to date.

FFG RETIREMENT ADVISORS LLC IVW ($113.06) Holding Chart

FFG RETIREMENT ADVISORS 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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