Maxwell Wealth Strategies Inc. IVW Holdings History
Maxwell Wealth Strategies Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 81,153.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.24 Mil. This investment constitutes 3.36% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 4 purchases of IVW, at an average price of $81.49, for a total of 81,153.00 shares. Based on historical transaction data and IVW's current price of $112.31, Maxwell Wealth Strategies Inc.'s estimated gain on his IVW holdings is $2.50 Mil, reflecting a 37.83% gain to date.
Maxwell Wealth Strategies Inc. IVW ($112.31) Holding Chart
Maxwell Wealth Strategies 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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