TCWP LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then TCWP LLC has made 2 purchases of IVW, at an average price of $75.46, for a total of 98,601.00 shares. In addition, there have been 2 sales at an average price of $67.80 for 98,601.00 shares. Based on historical transaction data and IVW's current price of $110.80, TCWP LLC's estimated gain on his IVW holdings is $-754,849.85, reflecting a -10.15% gain to date.
TCWP LLC IVW ($110.80) Holding Chart
TCWP LLC IVW ($110.80) 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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