KFG WEALTH MANAGEMENT, LLC IVW Holdings History
KFG WEALTH MANAGEMENT, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q1. And since then KFG WEALTH MANAGEMENT, LLC has made 3 purchases of IVW, at an average price of $65.38, for a total of 146,362.00 shares. In addition, there have been 7 sales at an average price of $92.91 for 146,362.00 shares. Based on historical transaction data and IVW's current price of $111.92, KFG WEALTH MANAGEMENT, LLC's estimated gain on his IVW holdings is $4.03 Mil, reflecting a 42.12% gain to date.
KFG WEALTH MANAGEMENT, LLC IVW ($111.92) Holding Chart
KFG WEALTH MANAGEMENT, LLC IVW ($111.92) 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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