Johanson Financial Advisors, Inc. IVW Holdings History
Johanson Financial Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2021-12-31, Johanson Financial Advisors, Inc. held 126,289.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.57 Mil. This investment constitutes 3.24% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Johanson Financial Advisors, Inc. has made 7 purchases of IVW, at an average price of $45.24, for a total of 26.76 Mil shares. In addition, there have been 8 sales at an average price of $46.43 for 26.64 Mil shares. Based on historical transaction data and IVW's current price of $112.31, Johanson Financial Advisors, Inc.'s estimated gain on his IVW holdings is $40.02 Mil, reflecting a 3.31% gain to date.
Johanson Financial Advisors, Inc. IVW ($112.31) Holding Chart
Johanson Financial 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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