FOUNDERS GROVE WEALTH PARTNERS, LLC IVW Holdings History
FOUNDERS GROVE WEALTH PARTNERS, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, FOUNDERS GROVE WEALTH PARTNERS, LLC held 118,064.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.96 Mil. This investment constitutes 3.05% of their stock portfolio, and FOUNDERS GROVE WEALTH PARTNERS, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then FOUNDERS GROVE WEALTH PARTNERS, LLC has made 1 purchases of IVW, at an average price of $99.92, for a total of 118,064.00 shares. Based on historical transaction data and IVW's current price of $111.98, FOUNDERS GROVE WEALTH PARTNERS, LLC's estimated gain on his IVW holdings is $1.42 Mil, reflecting a 12.07% gain to date.
FOUNDERS GROVE WEALTH PARTNERS, LLC IVW ($111.98) Holding Chart
FOUNDERS GROVE WEALTH PARTNERS, LLC IVW ($111.98) 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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