North Berkeley Wealth Management, LLC IVW Holdings History
Number of Shares
81,118.00
Current Holdings Value*
$8.24 Mil
% of Portfolio
8.36%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
13.55%
North Berkeley Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 81,118.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.24 Mil. This investment constitutes 8.36% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVW's current price of $113.38, North Berkeley Wealth Management, LLC's estimated gain on his IVW holdings is $1.10 Mil, reflecting a 13.55% gain to date.
North Berkeley Wealth Management, LLC IVW ($113.38) Holding Chart
North Berkeley Wealth Management, LLC IVW ($113.38) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers