Sharp Financial Services, LLC IVW Holdings History
Sharp Financial Services, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held 204,495.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.98 Mil. This investment constitutes 14.53% of their stock portfolio, and Sharp Financial Services, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 3 purchases of IVW, at an average price of $93.49, for a total of 204,751.00 shares. In addition, there have been 1 sales at an average price of $99.85 for 256.00 shares. Based on historical transaction data and IVW's current price of $112.31, Sharp Financial Services, LLC's estimated gain on his IVW holdings is $3.85 Mil, reflecting a 20.11% gain to date.
Sharp Financial Services, LLC IVW ($112.31) Holding Chart
Sharp Financial Services, 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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