Johnson Midwest Financial, LLC IVW Holdings History
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 $113.29, Johnson Midwest Financial, LLC's estimated gain on his IVW holdings is $5.04 Mil, reflecting a 10.54% gain to date.
Johnson Midwest Financial, LLC IVW ($113.29) Holding Chart
Johnson Midwest Financial, 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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