ONE WEALTH CAPITAL MANAGEMENT, LLC IVW Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 73,988.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $6.87 Mil. This investment constitutes 3.68% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 1,735.00 shares. Based on historical transaction data and IVW's current price of $112.31, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his IVW holdings is $923,556.08, reflecting a 12.21% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC IVW ($112.31) Holding Chart
ONE WEALTH CAPITAL 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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