MJT & Associates Financial Advisory Group, Inc. IVW Holdings History
MJT & Associates Financial Advisory Group, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, MJT & Associates Financial Advisory Group, Inc. held 165,659.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $15.38 Mil. This investment constitutes 14.77% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVW's current price of $110.15, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his IVW holdings is $1.55 Mil, reflecting a 9.26% gain to date.
MJT & Associates Financial Advisory Group, Inc. IVW ($110.15) Holding Chart
MJT & Associates Financial Advisory Group, Inc. 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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