Retirement Wealth Solutions LLC IVW Holdings History
Retirement Wealth Solutions LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 35,778.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.94 Mil. This investment constitutes 2.88% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 1 purchases of IVW, at an average price of $100.01, for a total of 36,460.00 shares. In addition, there have been 1 sales at an average price of $98.88 for 682.00 shares. Based on historical transaction data and IVW's current price of $113.06, Retirement Wealth Solutions LLC's estimated gain on his IVW holdings is $465,955.28, reflecting a 12.78% gain to date.
Retirement Wealth Solutions LLC IVW ($113.06) Holding Chart
Retirement Wealth Solutions LLC IVW ($113.06) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
