Financial Perspectives, Inc IVW Holdings History
Financial Perspectives, Inc's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 92,656.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.60 Mil. This investment constitutes 2.94% of their stock portfolio, and Financial Perspectives, Inc now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 13 purchases of IVW, at an average price of $64.41, for a total of 5.45 Mil shares. In addition, there have been 8 sales at an average price of $69.14 for 5.36 Mil shares. Based on historical transaction data and IVW's current price of $112.31, Financial Perspectives, Inc's estimated gain on his IVW holdings is $29.82 Mil, reflecting a 8.50% gain to date.
Financial Perspectives, Inc IVW ($112.31) Holding Chart
Financial Perspectives, Inc IVW ($112.31) 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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