TRUST POINT INC. IVW Holdings History

Number of Shares
151,750.00
Current Holdings Value*
$16.71 Mil
% of Portfolio
1.58%
Total Estimate Gain
$6.27 Mil
% of Total Estimate Gain
57.55%

TRUST POINT INC.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, TRUST POINT INC. held 151,750.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $16.71 Mil. This investment constitutes 1.58% of their stock portfolio, and TRUST POINT INC. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2023Q4. And since then TRUST POINT INC. has made 2 purchases of IVW, at an average price of $71.23, for a total of 152,971.00 shares. In addition, there have been 3 sales at an average price of $100.45 for 1,221.00 shares. Based on historical transaction data and IVW's current price of $112.32, TRUST POINT INC.'s estimated gain on his IVW holdings is $6.27 Mil, reflecting a 57.55% gain to date.

TRUST POINT INC. IVW ($112.32) Holding Chart

TRUST POINT INC. IVW ($112.32) 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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