MA Private Wealth IVW Holdings History
MA Private Wealth's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 328,518.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $30.50 Mil. This investment constitutes 5.74% of their stock portfolio, and MA Private Wealth now holds 0.06% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q4. And since then MA Private Wealth has made 15 purchases of IVW, at an average price of $75.07, for a total of 375,565.00 shares. In addition, there have been 7 sales at an average price of $55.95 for 47,047.00 shares. Based on historical transaction data and IVW's current price of $112.31, MA Private Wealth's estimated gain on his IVW holdings is $11.34 Mil, reflecting a 40.20% gain to date.
MA Private Wealth IVW ($112.31) Holding Chart
MA Private Wealth 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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