KENNICOTT CAPITAL MANAGEMENT LLC IVW Holdings History
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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