PFG Equity Strategy Fund IVW Holdings History
PFG Equity Strategy Fund's iShares S&P 500 Growth ETF Holding Summary
As of 2021-10-31, PFG Equity Strategy Fund held 150,057.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $12.10 Mil. This investment constitutes 6.16% of their stock portfolio, and PFG Equity Strategy Fund now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q3. And since then PFG Equity Strategy Fund has made 2 purchases of IVW, at an average price of $53.59, for a total of 347,262.00 shares. In addition, there have been 4 sales at an average price of $63.88 for 197,205.00 shares. Based on historical transaction data and IVW's current price of $109.49, PFG Equity Strategy Fund's estimated gain on his IVW holdings is $10.42 Mil, reflecting a 55.98% gain to date.
PFG Equity Strategy Fund IVW ($109.49) Holding Chart
PFG Equity Strategy Fund IVW ($109.49) 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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