Number of Shares
315,234.00
Current Holdings Value*
$29.26 Mil
% of Portfolio
3.14%
Total Estimate Gain
$38.93 Mil
% of Total Estimate Gain
171.74%

MV Capital Management, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, MV Capital Management, Inc. held 315,234.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $29.26 Mil. This investment constitutes 3.14% of their stock portfolio, and MV Capital Management, Inc. now holds 0.06% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2015Q1. And since then MV Capital Management, Inc. has made 11 purchases of IVW, at an average price of $30.66, for a total of 739,339.00 shares. In addition, there have been 19 sales at an average price of $61.03 for 424,105.00 shares. Based on historical transaction data and IVW's current price of $113.29, MV Capital Management, Inc.'s estimated gain on his IVW holdings is $38.93 Mil, reflecting a 171.74% gain to date.

MV Capital Management, Inc. IVW ($113.29) Holding Chart

MV Capital Management, Inc. IVW ($113.29) 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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