Number of Shares
52,113.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
7.98%
Total Estimate Gain
$4.96 Mil
% of Total Estimate Gain
10.39%

Johnson Midwest Financial, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2023-09-30, Johnson Midwest Financial, LLC held 52,113.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.57 Mil. This investment constitutes 7.98% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2020Q4. And since then Johnson Midwest Financial, LLC has made 2 purchases of IVW, at an average price of $66.46, for a total of 719,042.00 shares. In addition, there have been 5 sales at an average price of $70.35 for 666,929.00 shares. Based on historical transaction data and IVW's current price of $111.91, Johnson Midwest Financial, LLC's estimated gain on his IVW holdings is $4.96 Mil, reflecting a 10.39% gain to date.

Johnson Midwest Financial, LLC IVW ($111.91) Holding Chart

Johnson Midwest Financial, LLC IVW ($111.91) 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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