Pettinga Financial Advisors LLC IVW Holdings History
Pettinga Financial Advisors LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 290,330.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $26.95 Mil. This investment constitutes 6.34% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Pettinga Financial Advisors LLC has made 4 purchases of IVW, at an average price of $79.57, for a total of 308,414.00 shares. In addition, there have been 3 sales at an average price of $94.12 for 18,084.00 shares. Based on historical transaction data and IVW's current price of $112.89, Pettinga Financial Advisors LLC's estimated gain on his IVW holdings is $9.94 Mil, reflecting a 40.48% gain to date.
Pettinga Financial Advisors LLC IVW ($112.89) Holding Chart
Pettinga Financial Advisors LLC IVW ($112.89) 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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