Objective Capital Management, LLC IVW Holdings History
Objective Capital Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Objective Capital Management, LLC held 4,716.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $437,790.00. This investment constitutes 0.56% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 4 purchases of IVW, at an average price of $74.80, for a total of 49,907.00 shares. In addition, there have been 8 sales at an average price of $93.99 for 45,191.00 shares. Based on historical transaction data and IVW's current price of $110.10, Objective Capital Management, LLC's estimated gain on his IVW holdings is $1.03 Mil, reflecting a 27.69% gain to date.
Objective Capital Management, LLC IVW ($110.10) Holding Chart
Objective Capital Management, LLC IVW ($110.10) 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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