Quantum Portfolio Management LLC IVW Holdings History
Quantum Portfolio Management LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Quantum Portfolio Management LLC held 29,982.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $2.78 Mil. This investment constitutes 1.41% of their stock portfolio, and Quantum Portfolio Management LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Quantum Portfolio Management LLC has made 1 purchases of IVW, at an average price of $76.10, for a total of 51,847.00 shares. In addition, there have been 4 sales at an average price of $90.83 for 21,865.00 shares. Based on historical transaction data and IVW's current price of $112.31, Quantum Portfolio Management LLC's estimated gain on his IVW holdings is $1.41 Mil, reflecting a 35.69% gain to date.
Quantum Portfolio Management LLC IVW ($112.31) Holding Chart
Quantum Portfolio Management LLC IVW ($112.31) 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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