Number of Shares
2,724.00
Current Holdings Value*
$299,910.00
% of Portfolio
0.17%
Total Estimate Gain
$593,498.08
% of Total Estimate Gain
16.49%

KENNICOTT CAPITAL MANAGEMENT LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, KENNICOTT CAPITAL MANAGEMENT LLC held 2,724.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $299,910.00. This investment constitutes 0.17% of their stock portfolio, and KENNICOTT CAPITAL MANAGEMENT LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2021Q1. And since then KENNICOTT CAPITAL MANAGEMENT LLC has made 2 purchases of IVW, at an average price of $65.33, for a total of 55,084.00 shares. In addition, there have been 4 sales at an average price of $74.22 for 52,360.00 shares. Based on historical transaction data and IVW's current price of $112.31, KENNICOTT CAPITAL MANAGEMENT LLC's estimated gain on his IVW holdings is $593,498.08, reflecting a 16.49% gain to date.

KENNICOTT CAPITAL MANAGEMENT LLC IVW ($112.31) Holding Chart

KENNICOTT CAPITAL MANAGEMENT LLC 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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