Icon Wealth Advisors, LLC IVW Holdings History
Icon Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 423,915.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $39.35 Mil. This investment constitutes 3.24% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.08% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 4 purchases of IVW, at an average price of $81.63, for a total of 468,812.00 shares. In addition, there have been 2 sales at an average price of $96.01 for 44,897.00 shares. Based on historical transaction data and IVW's current price of $113.29, Icon Wealth Advisors, LLC's estimated gain on his IVW holdings is $14.07 Mil, reflecting a 36.76% gain to date.
Icon Wealth Advisors, LLC IVW ($113.29) Holding Chart
Icon Wealth Advisors, 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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