Three Seasons Wealth, LLC IVW Holdings History
Three Seasons Wealth, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Three Seasons Wealth, LLC held 283,996.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $31.27 Mil. This investment constitutes 3.59% of their stock portfolio, and Three Seasons Wealth, LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Three Seasons Wealth, LLC has made 5 purchases of IVW, at an average price of $94.62, for a total of 461,382.00 shares. In addition, there have been 1 sales at an average price of $92.36 for 177,386.00 shares. Based on historical transaction data and IVW's current price of $112.31, Three Seasons Wealth, LLC's estimated gain on his IVW holdings is $4.62 Mil, reflecting a 10.59% gain to date.
Three Seasons Wealth, LLC IVW ($112.31) Holding Chart
Three Seasons Wealth, LLC IVW ($112.31) 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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