MONEYWISE, INC. IVW Holdings History
MONEYWISE, INC.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 9,002.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $991,160.00. This investment constitutes 0.46% of their stock portfolio, and MONEYWISE, INC. now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then MONEYWISE, INC. has made 26 purchases of IVW, at an average price of $83.43, for a total of 72,047.00 shares. In addition, there have been 4 sales at an average price of $98.44 for 63,045.00 shares. Based on historical transaction data and IVW's current price of $112.32, MONEYWISE, INC.'s estimated gain on his IVW holdings is $1.21 Mil, reflecting a 20.07% gain to date.
MONEYWISE, INC. IVW ($112.32) Holding Chart
MONEYWISE, INC. IVW ($112.32) 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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