True Vision MN LLC IVW Holdings History

Number of Shares
78,363.00
Current Holdings Value*
$8.63 Mil
% of Portfolio
4.77%
Total Estimate Gain
$2.80 Mil
% of Total Estimate Gain
36.59%

True Vision MN LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-06-30, True Vision MN LLC held 78,363.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $8.63 Mil. This investment constitutes 4.77% of their stock portfolio, and True Vision MN LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2023Q4. And since then True Vision MN LLC has made 3 purchases of IVW, at an average price of $80.73, for a total of 94,633.00 shares. In addition, there have been 3 sales at an average price of $96.82 for 16,270.00 shares. Based on historical transaction data and IVW's current price of $113.06, True Vision MN LLC's estimated gain on his IVW holdings is $2.80 Mil, reflecting a 36.59% gain to date.

True Vision MN LLC IVW ($113.06) Holding Chart

True Vision MN LLC IVW ($113.06) 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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