Strategic Equity Management IVW Holdings History
Strategic Equity Management's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 122,221.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.35 Mil. This investment constitutes 4.77% of their stock portfolio, and Strategic Equity Management now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q2. And since then Strategic Equity Management has made 11 purchases of IVW, at an average price of $68.34, for a total of 620,078.00 shares. In addition, there have been 4 sales at an average price of $71.08 for 497,857.00 shares. Based on historical transaction data and IVW's current price of $113.06, Strategic Equity Management's estimated gain on his IVW holdings is $6.83 Mil, reflecting a 16.11% gain to date.
Strategic Equity Management IVW ($113.06) Holding Chart
Strategic Equity Management 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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