SGL Investment Advisors, Inc. IVW Holdings History
SGL Investment Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, SGL Investment Advisors, Inc. held 49,855.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.84 Mil. This investment constitutes 2.53% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 1 purchases of IVW, at an average price of $94.12, for a total of 50,525.00 shares. In addition, there have been 1 sales at an average price of $99.85 for 670.00 shares. Based on historical transaction data and IVW's current price of $111.98, SGL Investment Advisors, Inc.'s estimated gain on his IVW holdings is $894,300.46, reflecting a 18.81% gain to date.
SGL Investment Advisors, Inc. IVW ($111.98) Holding Chart
SGL Investment Advisors, Inc. IVW ($111.98) 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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