Novak & Powell Financial Services, Inc. IVW Holdings History
Novak & Powell Financial Services, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 1,952.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $384,780.00. This investment constitutes 0.24% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2025Q1. And since then Novak & Powell Financial Services, Inc. has made 1 purchases of IVW, at an average price of $100.81, for a total of 1,952.00 shares. Based on historical transaction data and IVW's current price of $112.31, Novak & Powell Financial Services, Inc.'s estimated gain on his IVW holdings is $22,448.00, reflecting a 11.41% gain to date.
Novak & Powell Financial Services, Inc. IVW ($112.31) Holding Chart
Novak & Powell Financial Services, 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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