Number of Shares
178,389.00
Current Holdings Value*
$16.56 Mil
% of Portfolio
1.48%
Total Estimate Gain
$13.03 Mil
% of Total Estimate Gain
57.23%

Sunbelt Securities, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Sunbelt Securities, Inc. held 178,389.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $16.56 Mil. This investment constitutes 1.48% of their stock portfolio, and Sunbelt Securities, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2015Q1. And since then Sunbelt Securities, Inc. has made 22 purchases of IVW, at an average price of $45.75, for a total of 497,753.00 shares. In addition, there have been 8 sales at an average price of $49.02 for 319,364.00 shares. Based on historical transaction data and IVW's current price of $112.94, Sunbelt Securities, Inc.'s estimated gain on his IVW holdings is $13.03 Mil, reflecting a 57.23% gain to date.

Sunbelt Securities, Inc. IVW ($112.94) Holding Chart

Sunbelt Securities, Inc. IVW ($112.94) 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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