WORLD EQUITY GROUP, INC. IVW Holdings History
WORLD EQUITY GROUP, INC.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, WORLD EQUITY GROUP, INC. held 16,891.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $1.86 Mil. This investment constitutes 0.51% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 3 purchases of IVW, at an average price of $87.35, for a total of 58,856.00 shares. In addition, there have been 3 sales at an average price of $85.10 for 41,965.00 shares. Based on historical transaction data and IVW's current price of $112.91, WORLD EQUITY GROUP, INC.'s estimated gain on his IVW holdings is $337,372.84, reflecting a 6.56% gain to date.
WORLD EQUITY GROUP, INC. IVW ($112.91) Holding Chart
WORLD EQUITY GROUP, INC. 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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