Horst & Graben Wealth Management LLC IVW Holdings History
Horst & Graben Wealth Management LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 288,914.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $26.82 Mil. This investment constitutes 4.81% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then Horst & Graben Wealth Management LLC has made 12 purchases of IVW, at an average price of $80.76, for a total of 307,099.00 shares. In addition, there have been 1 sales at an average price of $99.85 for 18,185.00 shares. Based on historical transaction data and IVW's current price of $112.31, Horst & Graben Wealth Management LLC's estimated gain on his IVW holdings is $9.46 Mil, reflecting a 38.15% gain to date.
Horst & Graben Wealth Management LLC IVW ($112.31) Holding Chart
Horst & Graben Wealth Management LLC 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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