MCMORGAN & CO LLC IVW Holdings History
MCMORGAN & CO LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, MCMORGAN & CO LLC held 238,867.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $22.17 Mil. This investment constitutes 3.55% of their stock portfolio, and MCMORGAN & CO LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q2. And since then MCMORGAN & CO LLC has made 3 purchases of IVW, at an average price of $71.71, for a total of 290,394.00 shares. In addition, there have been 5 sales at an average price of $89.71 for 51,527.00 shares. Based on historical transaction data and IVW's current price of $110.15, MCMORGAN & CO LLC's estimated gain on his IVW holdings is $10.11 Mil, reflecting a 48.54% gain to date.
MCMORGAN & CO LLC IVW ($110.15) Holding Chart
MCMORGAN & CO LLC IVW ($110.15) 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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