SWMG, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 126,804.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.93 Mil. This investment constitutes 4.73% of their stock portfolio, and SWMG, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then SWMG, LLC has made 5 purchases of IVW, at an average price of $81.52, for a total of 131,475.00 shares. In addition, there have been 2 sales at an average price of $92.73 for 4,671.00 shares. Based on historical transaction data and IVW's current price of $112.31, SWMG, LLC's estimated gain on his IVW holdings is $3.96 Mil, reflecting a 36.91% gain to date.
SWMG, LLC IVW ($112.31) Holding Chart
SWMG, 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 % | |||
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