Sterling Financial Planning, Inc. IVW Holdings History
Sterling Financial Planning, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 154,375.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $14.33 Mil. This investment constitutes 5.2% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 10 purchases of IVW, at an average price of $62.24, for a total of 177,332.00 shares. In addition, there have been 7 sales at an average price of $84.47 for 22,957.00 shares. Based on historical transaction data and IVW's current price of $112.31, Sterling Financial Planning, Inc.'s estimated gain on his IVW holdings is $8.24 Mil, reflecting a 74.65% gain to date.
Sterling Financial Planning, Inc. IVW ($112.31) Holding Chart
Sterling Financial Planning, Inc. 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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