Kilter Group LLC IVW Holdings History
Number of Shares
159,753.00
Current Holdings Value*
$14.83 Mil
% of Portfolio
9.69%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
12.54%
Kilter Group LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Kilter Group LLC held 159,753.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $14.83 Mil. This investment constitutes 9.69% of their stock portfolio, and Kilter Group LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then Kilter Group LLC has made 1 purchases of IVW, at an average price of $99.89, for a total of 159,753.00 shares. Based on historical transaction data and IVW's current price of $112.42, Kilter Group LLC's estimated gain on his IVW holdings is $2.00 Mil, reflecting a 12.54% gain to date.
Kilter Group LLC IVW ($112.42) Holding Chart
Kilter Group LLC IVW ($112.42) 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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