Ulrich Consultants & Investment Group, LLC IVW Holdings History
Number of Shares
13,106.00
Current Holdings Value*
$923,690.00
% of Portfolio
2.23%
Total Estimate Gain
$617,816.84
% of Total Estimate Gain
71.14%
Ulrich Consultants & Investment Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 13,106.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $923,690.00. This investment constitutes 2.23% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and IVW's current price of $113.40, Ulrich Consultants & Investment Group, LLC's estimated gain on his IVW holdings is $617,816.84, reflecting a 71.14% gain to date.
Ulrich Consultants & Investment Group, LLC IVW ($113.40) Holding Chart
Ulrich Consultants & Investment Group, LLC IVW ($113.40) 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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