Mason & Associates, LLC IVW Holdings History
Mason & Associates, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 37,822.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.51 Mil. This investment constitutes 1.01% of their stock portfolio, and Mason & Associates, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 1 purchases of IVW, at an average price of $86.21, for a total of 39,294.00 shares. In addition, there have been 3 sales at an average price of $93.73 for 1,472.00 shares. Based on historical transaction data and IVW's current price of $112.83, Mason & Associates, LLC's estimated gain on his IVW holdings is $1.02 Mil, reflecting a 30.04% gain to date.
Mason & Associates, LLC IVW ($112.83) Holding Chart
Mason & Associates, LLC IVW ($112.83) 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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