PAX Financial Group, LLC IVW Holdings History
PAX Financial Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, PAX Financial Group, LLC held 194,961.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.10 Mil. This investment constitutes 3.21% of their stock portfolio, and PAX Financial Group, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then PAX Financial Group, LLC has made 5 purchases of IVW, at an average price of $81.59, for a total of 240,334.00 shares. In addition, there have been 2 sales at an average price of $71.75 for 45,373.00 shares. Based on historical transaction data and IVW's current price of $113.06, PAX Financial Group, LLC's estimated gain on his IVW holdings is $5.69 Mil, reflecting a 29.01% gain to date.
PAX Financial Group, LLC IVW ($113.06) Holding Chart
PAX Financial Group, LLC IVW ($113.06) 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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