Modern Wealth Management, LLC IVW Holdings History
Modern Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 1.11 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $102.61 Mil. This investment constitutes 3.28% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.2% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 3 purchases of IVW, at an average price of $78.87, for a total of 1.26 Mil shares. In addition, there have been 2 sales at an average price of $87.82 for 151,448.00 shares. Based on historical transaction data and IVW's current price of $112.31, Modern Wealth Management, LLC's estimated gain on his IVW holdings is $38.32 Mil, reflecting a 38.66% gain to date.
Modern Wealth Management, LLC IVW ($112.31) Holding Chart
Modern Wealth Management, LLC 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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