Saxony Capital Management, LLC IVW Holdings History
Saxony Capital Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Saxony Capital Management, LLC held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Saxony Capital Management, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q2. And since then Saxony Capital Management, LLC has made 3 purchases of IVW, at an average price of $91.25, for a total of 31,985.00 shares. In addition, there have been 1 sales at an average price of $100.81 for 31,985.00 shares. Based on historical transaction data and IVW's current price of $111.98, Saxony Capital Management, LLC's estimated gain on his IVW holdings is $305,901.92, reflecting a 10.48% gain to date.
Saxony Capital Management, LLC IVW ($111.98) Holding Chart
Saxony Capital Management, LLC 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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