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 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 170,294.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.75 Mil. This investment constitutes 23.26% 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. And since then MJT & Associates Financial Advisory Group, Inc. has made 1 purchases of IVW, at an average price of $100.76, for a total of 170,294.00 shares. Based on historical transaction data and IVW's current price of $112.31, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his IVW holdings is $1.97 Mil, reflecting a 11.47% gain to date.
MJT & Associates Financial Advisory Group, Inc. IVW ($112.31) Holding Chart
MJT & Associates Financial Advisory Group, Inc. 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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