Forthright Family Wealth Advisory LLC IVW Holdings History
Forthright Family Wealth Advisory LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 112,208.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.42 Mil. This investment constitutes 6.88% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 4 purchases of IVW, at an average price of $87.05, for a total of 127,587.00 shares. In addition, there have been 1 sales at an average price of $99.85 for 15,379.00 shares. Based on historical transaction data and IVW's current price of $111.98, Forthright Family Wealth Advisory LLC's estimated gain on his IVW holdings is $2.99 Mil, reflecting a 26.96% gain to date.
Forthright Family Wealth Advisory LLC IVW ($111.98) Holding Chart
Forthright Family Wealth Advisory 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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