PKS Advisory Services, LLC IVW Holdings History
PKS Advisory Services, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 70,972.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $6.57 Mil. This investment constitutes 1.8% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 924.00 shares. Based on historical transaction data and IVW's current price of $110.80, PKS Advisory Services, LLC's estimated gain on his IVW holdings is $778,030.44, reflecting a 10.84% gain to date.
PKS Advisory Services, LLC IVW ($110.80) Holding Chart
PKS Advisory Services, LLC 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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