Number of Shares
501,058.00
Current Holdings Value*
$46.51 Mil
% of Portfolio
8.93%
Total Estimate Gain
$35.55 Mil
% of Total Estimate Gain
118.87%

Probity Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Probity Advisors, Inc. held 501,058.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $46.51 Mil. This investment constitutes 8.93% of their stock portfolio, and Probity Advisors, Inc. now holds 0.09% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2018Q2. And since then Probity Advisors, Inc. has made 16 purchases of IVW, at an average price of $45.05, for a total of 663,954.00 shares. In addition, there have been 10 sales at an average price of $61.06 for 162,896.00 shares. Based on historical transaction data and IVW's current price of $110.80, Probity Advisors, Inc.'s estimated gain on his IVW holdings is $35.55 Mil, reflecting a 118.87% gain to date.

Probity Advisors, Inc. IVW ($110.80) Holding Chart

Probity Advisors, Inc. 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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