Number of Shares
50,043.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
1.44%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
51.78%

St. Clair Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, St. Clair Advisors, LLC held 50,043.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.51 Mil. This investment constitutes 1.44% of their stock portfolio, and St. Clair Advisors, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 8 purchases of IVW, at an average price of $70.45, for a total of 62,460.00 shares. In addition, there have been 6 sales at an average price of $82.22 for 12,417.00 shares. Based on historical transaction data and IVW's current price of $113.06, St. Clair Advisors, LLC's estimated gain on his IVW holdings is $2.28 Mil, reflecting a 51.78% gain to date.

St. Clair Advisors, LLC IVW ($113.06) Holding Chart

St. Clair Advisors, LLC IVW ($113.06) 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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