Laurel Wealth Planning LLC IVW Holdings History
Laurel Wealth Planning LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 57,544.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.34 Mil. This investment constitutes 3.55% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 5 purchases of IVW, at an average price of $61.39, for a total of 92,629.00 shares. In addition, there have been 12 sales at an average price of $72.30 for 35,085.00 shares. Based on historical transaction data and IVW's current price of $112.65, Laurel Wealth Planning LLC's estimated gain on his IVW holdings is $3.33 Mil, reflecting a 58.60% gain to date.
Laurel Wealth Planning LLC IVW ($112.65) Holding Chart
Laurel Wealth Planning LLC IVW ($112.65) 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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