PACIFIC FINANCIAL GROUP INC IVW Holdings History
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 $113.23, PACIFIC FINANCIAL GROUP INC's estimated gain on his IVW holdings is $11.08 Mil, reflecting a 87.54% gain to date.
PACIFIC FINANCIAL GROUP INC IVW ($113.23) Holding Chart
PACIFIC FINANCIAL GROUP INC IVW ($113.23) 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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