USA FINANCIAL FORMULAS IVW Holdings History
USA FINANCIAL FORMULAS's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, USA FINANCIAL FORMULAS held 573,100.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $63.10 Mil. This investment constitutes 10.77% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.1% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q3. And since then USA FINANCIAL FORMULAS has made 6 purchases of IVW, at an average price of $81.89, for a total of 1.39 Mil shares. In addition, there have been 7 sales at an average price of $98.16 for 818,386.00 shares. Based on historical transaction data and IVW's current price of $111.98, USA FINANCIAL FORMULAS's estimated gain on his IVW holdings is $30.55 Mil, reflecting a 26.81% gain to date.
USA FINANCIAL FORMULAS IVW ($111.98) Holding Chart
USA FINANCIAL FORMULAS IVW ($111.98) 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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