Resolute Wealth Strategies, LLC IVW Holdings History
Number of Shares
45,407.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
2.35%
Total Estimate Gain
$4.71 Mil
% of Total Estimate Gain
59.99%
Resolute Wealth Strategies, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Resolute Wealth Strategies, LLC held 45,407.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.22 Mil. This investment constitutes 2.35% of their stock portfolio, and Resolute Wealth Strategies, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q1. In addition, there have been 8 sales at an average price of $90.14 for 83,433.00 shares. Based on historical transaction data and IVW's current price of $111.11, Resolute Wealth Strategies, LLC's estimated gain on his IVW holdings is $4.71 Mil, reflecting a 59.99% gain to date.
Resolute Wealth Strategies, LLC IVW ($111.11) Holding Chart
Resolute Wealth Strategies, LLC IVW ($111.11) 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 % |
Top Ranked Articles
- 1