Transform Wealth, LLC IVW Holdings History
Transform Wealth, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 291,475.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $27.06 Mil. This investment constitutes 1.64% of their stock portfolio, and Transform Wealth, LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 18 purchases of IVW, at an average price of $53.90, for a total of 400,024.00 shares. In addition, there have been 10 sales at an average price of $59.74 for 108,549.00 shares. Based on historical transaction data and IVW's current price of $112.31, Transform Wealth, LLC's estimated gain on his IVW holdings is $17.66 Mil, reflecting a 81.91% gain to date.
Transform Wealth, LLC IVW ($112.31) Holding Chart
Transform 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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