Redwood Wealth Management Group, LLC IVW Holdings History
Redwood Wealth Management Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Redwood Wealth Management Group, LLC held 33,808.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.14 Mil. This investment constitutes 2.56% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q4. And since then Redwood Wealth Management Group, LLC has made 1 purchases of IVW, at an average price of $60.15, for a total of 41,747.00 shares. In addition, there have been 8 sales at an average price of $73.77 for 7,939.00 shares. Based on historical transaction data and IVW's current price of $112.31, Redwood Wealth Management Group, LLC's estimated gain on his IVW holdings is $1.87 Mil, reflecting a 74.54% gain to date.
Redwood Wealth Management Group, LLC IVW ($112.31) Holding Chart
Redwood Wealth Management Group, 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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