PFG BR Equity ESG Strategy Fund IVW Holdings History
PFG BR Equity ESG Strategy Fund's iShares S&P 500 Growth ETF Holding Summary
As of 2025-04-30, PFG BR Equity ESG Strategy Fund held 396,123.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $37.49 Mil. This investment constitutes 12.08% of their stock portfolio, and PFG BR Equity ESG Strategy Fund now holds 0.07% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then PFG BR Equity ESG Strategy Fund has made 4 purchases of IVW, at an average price of $84.04, for a total of 459,559.00 shares. In addition, there have been 3 sales at an average price of $76.10 for 63,436.00 shares. Based on historical transaction data and IVW's current price of $112.31, PFG BR Equity ESG Strategy Fund's estimated gain on his IVW holdings is $10.69 Mil, reflecting a 27.68% gain to date.
PFG BR Equity ESG Strategy Fund IVW ($112.31) Holding Chart
PFG BR Equity ESG Strategy Fund 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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