HB Wealth Management, LLC IVW Holdings History
HB Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 2.28 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $250.97 Mil. This investment constitutes 2% of their stock portfolio, and HB Wealth Management, LLC now holds 0.41% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q4. And since then HB Wealth Management, LLC has made 4 purchases of IVW, at an average price of $79.72, for a total of 2.72 Mil shares. In addition, there have been 10 sales at an average price of $89.34 for 441,662.00 shares. Based on historical transaction data and IVW's current price of $113.29, HB Wealth Management, LLC's estimated gain on his IVW holdings is $80.78 Mil, reflecting a 37.24% gain to date.
HB Wealth Management, LLC IVW ($113.29) Holding Chart
HB Wealth Management, LLC IVW ($113.29) 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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