Sunbelt Securities, Inc. IVW Holdings History
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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