Scissortail Wealth Management, LLC IVW Holdings History
Scissortail Wealth Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Scissortail Wealth Management, LLC held 195,807.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.18 Mil. This investment constitutes 4.67% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q1. And since then Scissortail Wealth Management, LLC has made 3 purchases of IVW, at an average price of $93.38, for a total of 342,031.00 shares. In addition, there have been 2 sales at an average price of $92.54 for 146,224.00 shares. Based on historical transaction data and IVW's current price of $112.31, Scissortail Wealth Management, LLC's estimated gain on his IVW holdings is $3.59 Mil, reflecting a 11.23% gain to date.
Scissortail Wealth Management, LLC IVW ($112.31) Holding Chart
Scissortail Wealth Management, 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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