PFG Balanced Strategy Fund IVW Holdings History
PFG Balanced Strategy Fund's iShares S&P 500 Growth ETF Holding Summary
As of 2021-10-31, PFG Balanced Strategy Fund held 135,447.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.92 Mil. This investment constitutes 6.23% of their stock portfolio, and PFG Balanced Strategy Fund now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then PFG Balanced Strategy Fund has made 1 purchases of IVW, at an average price of $57.83, for a total of 185,786.00 shares. In addition, there have been 4 sales at an average price of $67.78 for 50,339.00 shares. Based on historical transaction data and IVW's current price of $110.80, PFG Balanced Strategy Fund's estimated gain on his IVW holdings is $7.68 Mil, reflecting a 71.44% gain to date.
PFG Balanced Strategy Fund IVW ($110.80) Holding Chart
PFG Balanced Strategy Fund IVW ($110.80) 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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