Lee Financial Co IVW Holdings History
Lee Financial Co's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Lee Financial Co held 357,201.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $33.16 Mil. This investment constitutes 5.06% of their stock portfolio, and Lee Financial Co now holds 0.07% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 17 purchases of IVW, at an average price of $66.04, for a total of 365,962.00 shares. In addition, there have been 9 sales at an average price of $51.62 for 8,761.00 shares. Based on historical transaction data and IVW's current price of $110.70, Lee Financial Co's estimated gain on his IVW holdings is $15.83 Mil, reflecting a 65.48% gain to date.
Lee Financial Co IVW ($110.70) Holding Chart
Lee Financial Co IVW ($110.70) 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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