Number of Shares
114,404.00
Current Holdings Value*
$8.32 Mil
% of Portfolio
1.93%
Total Estimate Gain
$9.73 Mil
% of Total Estimate Gain
259.62%

SECURITY NATIONAL TRUST CO's iShares S&P 500 Growth ETF Holding Summary

As of 2021-09-30, SECURITY NATIONAL TRUST CO held 114,404.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.32 Mil. This investment constitutes 1.93% of their stock portfolio, and SECURITY NATIONAL TRUST CO now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2013Q4. And since then SECURITY NATIONAL TRUST CO has made 11 purchases of IVW, at an average price of $27.48, for a total of 136,348.00 shares. In addition, there have been 10 sales at an average price of $39.73 for 21,944.00 shares. Based on historical transaction data and IVW's current price of $110.15, SECURITY NATIONAL TRUST CO's estimated gain on his IVW holdings is $9.73 Mil, reflecting a 259.62% gain to date.

SECURITY NATIONAL TRUST CO IVW ($110.15) Holding Chart

SECURITY NATIONAL TRUST CO IVW ($110.15) 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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