Vertex Planning Partners, LLC IVW Holdings History
Vertex Planning Partners, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 107,635.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $9.99 Mil. This investment constitutes 2.18% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of IVW, at an average price of $81.66, for a total of 112,549.00 shares. In addition, there have been 4 sales at an average price of $89.67 for 4,914.00 shares. Based on historical transaction data and IVW's current price of $111.98, Vertex Planning Partners, LLC's estimated gain on his IVW holdings is $3.30 Mil, reflecting a 35.94% gain to date.
Vertex Planning Partners, LLC IVW ($111.98) Holding Chart
Vertex Planning Partners, LLC 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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