W ADVISORS, LLC IVW Holdings History
W ADVISORS, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 124,476.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.56 Mil. This investment constitutes 7.23% of their stock portfolio, and W ADVISORS, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 7 purchases of IVW, at an average price of $79.88, for a total of 147,156.00 shares. In addition, there have been 6 sales at an average price of $71.16 for 22,680.00 shares. Based on historical transaction data and IVW's current price of $112.91, W ADVISORS, LLC's estimated gain on his IVW holdings is $3.91 Mil, reflecting a 33.29% gain to date.
W ADVISORS, LLC IVW ($112.91) Holding Chart
W ADVISORS, LLC IVW ($112.91) 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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