Principal Street Partners, LLC IVW Holdings History
Principal Street Partners, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Principal Street Partners, LLC held 351,358.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $32.62 Mil. This investment constitutes 6.07% of their stock portfolio, and Principal Street Partners, LLC now holds 0.06% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q2. And since then Principal Street Partners, LLC has made 20 purchases of IVW, at an average price of $62.82, for a total of 881,574.00 shares. In addition, there have been 3 sales at an average price of $67.19 for 530,216.00 shares. Based on historical transaction data and IVW's current price of $110.80, Principal Street Partners, LLC's estimated gain on his IVW holdings is $19.18 Mil, reflecting a 34.63% gain to date.
Principal Street Partners, LLC IVW ($110.80) Holding Chart
Principal Street Partners, 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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