MAI Capital Management IVW Holdings History
MAI Capital Management's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, MAI Capital Management held 1.05 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $97.68 Mil. This investment constitutes 0.74% of their stock portfolio, and MAI Capital Management now holds 0.19% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2014Q4. And since then MAI Capital Management has made 28 purchases of IVW, at an average price of $61.95, for a total of 1.23 Mil shares. In addition, there have been 6 sales at an average price of $96.93 for 173,767.00 shares. Based on historical transaction data and IVW's current price of $112.31, MAI Capital Management's estimated gain on his IVW holdings is $59.07 Mil, reflecting a 77.78% gain to date.
MAI Capital Management IVW ($112.31) Holding Chart
MAI Capital Management 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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