4J Wealth Management LLC IVV Holdings History
4J Wealth Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 36,833.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.70 Mil. This investment constitutes 16.32% of their stock portfolio, and 4J Wealth Management LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then 4J Wealth Management LLC has made 11 purchases of IVV, at an average price of $400.77, for a total of 78,412.00 shares. In addition, there have been 6 sales at an average price of $409.86 for 41,579.00 shares. Based on historical transaction data and IVV's current price of $630.67, 4J Wealth Management LLC's estimated gain on his IVV holdings is $8.85 Mil, reflecting a 28.15% gain to date.
4J Wealth Management LLC IVV ($630.67) Holding Chart
4J Wealth Management LLC IVV ($630.67) 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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