Adams Wealth Management IVV Holdings History
Adams Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 45,402.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.51 Mil. This investment constitutes 5.01% of their stock portfolio, and Adams Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Adams Wealth Management has made 7 purchases of IVV, at an average price of $418.42, for a total of 90,853.00 shares. In addition, there have been 7 sales at an average price of $457.73 for 45,451.00 shares. Based on historical transaction data and IVV's current price of $628.17, Adams Wealth Management's estimated gain on his IVV holdings is $11.31 Mil, reflecting a 29.75% gain to date.
Adams Wealth Management IVV ($628.17) Holding Chart
Adams Wealth Management IVV ($628.17) 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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