Number of Shares
13,913.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.59%
Total Estimate Gain
$340,397.92
% of Total Estimate Gain
24.78%

HAZLETT, BURT & WATSON, INC.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, HAZLETT, BURT & WATSON, INC. held 13,913.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $1.33 Mil. This investment constitutes 0.59% of their stock portfolio, and HAZLETT, BURT & WATSON, INC. now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2022Q1. And since then HAZLETT, BURT & WATSON, INC. has made 8 purchases of IVW, at an average price of $84.36, for a total of 16,284.00 shares. In addition, there have been 3 sales at an average price of $70.97 for 2,371.00 shares. Based on historical transaction data and IVW's current price of $111.11, HAZLETT, BURT & WATSON, INC.'s estimated gain on his IVW holdings is $340,397.92, reflecting a 24.78% gain to date.

HAZLETT, BURT & WATSON, INC. IVW ($111.11) Holding Chart

HAZLETT, BURT & WATSON, INC. IVW ($111.11) 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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