R. W. Roge & Company, Inc. IVW Holdings History
R. W. Roge & Company, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 50,656.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.70 Mil. This investment constitutes 2.57% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then R. W. Roge & Company, Inc. has made 5 purchases of IVW, at an average price of $53.18, for a total of 86,194.00 shares. In addition, there have been 15 sales at an average price of $72.02 for 35,538.00 shares. Based on historical transaction data and IVW's current price of $112.65, R. W. Roge & Company, Inc.'s estimated gain on his IVW holdings is $3.68 Mil, reflecting a 80.32% gain to date.
R. W. Roge & Company, Inc. IVW ($112.65) Holding Chart
R. W. Roge & Company, Inc. 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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