SOFI WEALTH, LLC IVW Holdings History
SOFI WEALTH, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 1.86 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $172.39 Mil. This investment constitutes 12.96% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.34% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of IVW, at an average price of $100.79, for a total of 1.86 Mil shares. Based on historical transaction data and IVW's current price of $112.31, SOFI WEALTH, LLC's estimated gain on his IVW holdings is $21.40 Mil, reflecting a 11.43% gain to date.
SOFI WEALTH, LLC IVW ($112.31) Holding Chart
SOFI WEALTH, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
