Number of Shares
7,312.00
Current Holdings Value*
$665,360.00
% of Portfolio
0.26%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
22.60%

ROMAN BUTLER FULLERTON & CO's iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, ROMAN BUTLER FULLERTON & CO held 7,312.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $665,360.00. This investment constitutes 0.26% of their stock portfolio, and ROMAN BUTLER FULLERTON & CO now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2018Q4. And since then ROMAN BUTLER FULLERTON & CO has made 13 purchases of IVW, at an average price of $47.09, for a total of 150,254.00 shares. In addition, there have been 12 sales at an average price of $54.89 for 142,942.00 shares. Based on historical transaction data and IVW's current price of $113.29, ROMAN BUTLER FULLERTON & CO's estimated gain on his IVW holdings is $1.60 Mil, reflecting a 22.60% gain to date.

ROMAN BUTLER FULLERTON & CO IVW ($113.29) Holding Chart

ROMAN BUTLER FULLERTON & CO IVW ($113.29) 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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