Investment Advisory Group, LLC IVW Holdings History
Investment Advisory Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 75,425.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $7.00 Mil. This investment constitutes 2.34% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 11 purchases of IVW, at an average price of $82.60, for a total of 75,812.00 shares. In addition, there have been 2 sales at an average price of $67.46 for 387.00 shares. Based on historical transaction data and IVW's current price of $113.29, Investment Advisory Group, LLC's estimated gain on his IVW holdings is $2.31 Mil, reflecting a 36.88% gain to date.
Investment Advisory Group, LLC IVW ($113.29) Holding Chart
Investment Advisory Group, 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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