Spectrum Planning & Advisory Services Inc. IVW Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 89,509.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.31 Mil. This investment constitutes 6.92% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Spectrum Planning & Advisory Services Inc. has made 6 purchases of IVW, at an average price of $84.89, for a total of 89,509.00 shares. Based on historical transaction data and IVW's current price of $110.80, Spectrum Planning & Advisory Services Inc.'s estimated gain on his IVW holdings is $2.32 Mil, reflecting a 30.52% gain to date.
Spectrum Planning & Advisory Services Inc. IVW ($110.80) Holding Chart
Spectrum Planning & Advisory Services Inc. IVW ($110.80) 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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