LVZ, Inc. IVW Holdings History

Number of Shares
859,735.00
Current Holdings Value*
$94.66 Mil
% of Portfolio
11.35%
Total Estimate Gain
$81.03 Mil
% of Total Estimate Gain
110.24%

LVZ, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, LVZ, Inc. held 859,735.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $94.66 Mil. This investment constitutes 11.35% of their stock portfolio, and LVZ, Inc. now holds 0.16% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2013Q4. And since then LVZ, Inc. has made 23 purchases of IVW, at an average price of $37.82, for a total of 1.94 Mil shares. In addition, there have been 17 sales at an average price of $53.50 for 1.08 Mil shares. Based on historical transaction data and IVW's current price of $112.31, LVZ, Inc.'s estimated gain on his IVW holdings is $81.03 Mil, reflecting a 110.24% gain to date.

LVZ, Inc. IVW ($112.31) Holding Chart

LVZ, Inc. 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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