Avondale Wealth Management IVV Holdings History
Avondale Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 58,315.00 shares of iShares Core S&P 500 ETF(IVV), totaling $36.21 Mil. This investment constitutes 20.22% of their stock portfolio, and Avondale Wealth Management now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Avondale Wealth Management has made 16 purchases of IVV, at an average price of $293.16, for a total of 146,089.00 shares. In addition, there have been 13 sales at an average price of $317.44 for 87,774.00 shares. Based on historical transaction data and IVV's current price of $637.58, Avondale Wealth Management's estimated gain on his IVV holdings is $22.22 Mil, reflecting a 51.87% gain to date.
Avondale Wealth Management IVV ($637.58) Holding Chart
Avondale Wealth Management IVV ($637.58) 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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