Watts Gwilliam & Co., LLC IVW Holdings History
Watts Gwilliam & Co., LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Watts Gwilliam & Co., LLC held 127,678.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.85 Mil. This investment constitutes 2.57% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 2 purchases of IVW, at an average price of $82.72, for a total of 131,359.00 shares. In addition, there have been 1 sales at an average price of $92.32 for 3,681.00 shares. Based on historical transaction data and IVW's current price of $110.80, Watts Gwilliam & Co., LLC's estimated gain on his IVW holdings is $3.62 Mil, reflecting a 33.33% gain to date.
Watts Gwilliam & Co., LLC IVW ($110.80) Holding Chart
Watts Gwilliam & Co., LLC IVW ($110.80) 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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