Signature Wealth Management Partners, LLC IVW Holdings History
Signature Wealth Management Partners, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 101,483.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.17 Mil. This investment constitutes 6.39% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 12 purchases of IVW, at an average price of $65.88, for a total of 106,727.00 shares. In addition, there have been 6 sales at an average price of $83.10 for 5,244.00 shares. Based on historical transaction data and IVW's current price of $112.42, Signature Wealth Management Partners, LLC's estimated gain on his IVW holdings is $4.81 Mil, reflecting a 68.47% gain to date.
Signature Wealth Management Partners, LLC IVW ($112.42) Holding Chart
Signature Wealth Management Partners, LLC IVW ($112.42) 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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