Hoxton Planning & Management, LLC IVW Holdings History
Hoxton Planning & Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 52,599.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.88 Mil. This investment constitutes 1.86% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Hoxton Planning & Management, LLC has made 4 purchases of IVW, at an average price of $80.19, for a total of 60,026.00 shares. In addition, there have been 2 sales at an average price of $97.99 for 7,427.00 shares. Based on historical transaction data and IVW's current price of $110.70, Hoxton Planning & Management, LLC's estimated gain on his IVW holdings is $1.74 Mil, reflecting a 36.08% gain to date.
Hoxton Planning & Management, LLC IVW ($110.70) Holding Chart
Hoxton Planning & Management, LLC IVW ($110.70) 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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