Midwest Financial Group LLC IVW Holdings History
Midwest Financial Group LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Midwest Financial Group LLC held 111,124.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $12.23 Mil. This investment constitutes 6.43% of their stock portfolio, and Midwest Financial Group LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 6 purchases of IVW, at an average price of $74.49, for a total of 118,321.00 shares. In addition, there have been 3 sales at an average price of $85.37 for 7,197.00 shares. Based on historical transaction data and IVW's current price of $113.06, Midwest Financial Group LLC's estimated gain on his IVW holdings is $4.36 Mil, reflecting a 49.51% gain to date.
Midwest Financial Group LLC IVW ($113.06) Holding Chart
Midwest Financial Group LLC IVW ($113.06) 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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