Wealth Alliance IVW Holdings History
WEALTH ALLIANCE, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 193,221.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $17.94 Mil. This investment constitutes 2.17% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 11 purchases of IVW, at an average price of $66.84, for a total of 396,372.00 shares. In addition, there have been 10 sales at an average price of $74.87 for 203,151.00 shares. Based on historical transaction data and IVW's current price of $111.98, WEALTH ALLIANCE, LLC's estimated gain on his IVW holdings is $10.35 Mil, reflecting a 39.08% gain to date.
WEALTH ALLIANCE, LLC IVW ($111.98) Holding Chart
WEALTH ALLIANCE, 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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