Yeomans Consulting Group, Inc. IVW Holdings History
Number of Shares
204,453.00
Current Holdings Value*
$18.98 Mil
% of Portfolio
7.34%
Total Estimate Gain
$2.35 Mil
% of Total Estimate Gain
11.41%
Yeomans Consulting Group, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Yeomans Consulting Group, Inc. held 204,453.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.98 Mil. This investment constitutes 7.34% of their stock portfolio, and Yeomans Consulting Group, Inc. now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2025Q1. And since then Yeomans Consulting Group, Inc. has made 1 purchases of IVW, at an average price of $100.81, for a total of 204,453.00 shares. Based on historical transaction data and IVW's current price of $112.31, Yeomans Consulting Group, Inc.'s estimated gain on his IVW holdings is $2.35 Mil, reflecting a 11.41% gain to date.
Yeomans Consulting Group, Inc. IVW ($112.31) Holding Chart
Yeomans Consulting Group, Inc. IVW ($112.31) 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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