Number of Shares
99,572.00
Current Holdings Value*
$10.96 Mil
% of Portfolio
8.56%
Total Estimate Gain
$11.09 Mil
% of Total Estimate Gain
87.59%

PACIFIC FINANCIAL GROUP INC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 99,572.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.96 Mil. This investment constitutes 8.56% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 16 purchases of IVW, at an average price of $36.90, for a total of 343,095.00 shares. In addition, there have been 18 sales at an average price of $51.21 for 243,523.00 shares. Based on historical transaction data and IVW's current price of $113.29, PACIFIC FINANCIAL GROUP INC's estimated gain on his IVW holdings is $11.09 Mil, reflecting a 87.59% gain to date.

PACIFIC FINANCIAL GROUP INC IVW ($113.29) Holding Chart

PACIFIC FINANCIAL GROUP INC IVW ($113.29) 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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