Independence Wealth Advisors, Inc. IVW Holdings History
Independence Wealth Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 172,421.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.00 Mil. This investment constitutes 24.67% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 4 purchases of IVW, at an average price of $39.93, for a total of 201,492.00 shares. In addition, there have been 7 sales at an average price of $45.46 for 29,071.00 shares. Based on historical transaction data and IVW's current price of $112.31, Independence Wealth Advisors, Inc.'s estimated gain on his IVW holdings is $12.64 Mil, reflecting a 157.13% gain to date.
Independence Wealth Advisors, Inc. IVW ($112.31) Holding Chart
Independence Wealth Advisors, Inc. 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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