Smith Anglin Financial, LLC IVW Holdings History
Smith Anglin Financial, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Smith Anglin Financial, LLC held 248,802.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $27.39 Mil. This investment constitutes 2.48% of their stock portfolio, and Smith Anglin Financial, LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Smith Anglin Financial, LLC has made 11 purchases of IVW, at an average price of $68.85, for a total of 2.08 Mil shares. In addition, there have been 6 sales at an average price of $87.06 for 1.84 Mil shares. Based on historical transaction data and IVW's current price of $111.98, Smith Anglin Financial, LLC's estimated gain on his IVW holdings is $44.17 Mil, reflecting a 30.77% gain to date.
Smith Anglin Financial, LLC IVW ($111.98) Holding Chart
Smith Anglin Financial, 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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