Shared Vision Wealth Group LLC IVW Holdings History
Shared Vision Wealth Group LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 60,614.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.63 Mil. This investment constitutes 3.07% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 2 purchases of IVW, at an average price of $80.21, for a total of 67,698.00 shares. In addition, there have been 3 sales at an average price of $95.69 for 7,084.00 shares. Based on historical transaction data and IVW's current price of $112.36, Shared Vision Wealth Group LLC's estimated gain on his IVW holdings is $2.06 Mil, reflecting a 37.90% gain to date.
Shared Vision Wealth Group LLC IVW ($112.36) Holding Chart
Shared Vision Wealth Group LLC IVW ($112.36) 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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