Peninsula Wealth, LLC IVW Holdings History
Peninsula Wealth, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 649,125.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $65.91 Mil. This investment constitutes 11.23% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.12% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q1. And since then Peninsula Wealth, LLC has made 16 purchases of IVW, at an average price of $77.73, for a total of 654,515.00 shares. In addition, there have been 4 sales at an average price of $74.99 for 5,390.00 shares. Based on historical transaction data and IVW's current price of $112.65, Peninsula Wealth, LLC's estimated gain on his IVW holdings is $22.65 Mil, reflecting a 44.53% gain to date.
Peninsula Wealth, LLC IVW ($112.65) Holding Chart
Peninsula Wealth, LLC IVW ($112.65) 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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