BROWN WEALTH MANAGEMENT, LLC IVV Holdings History
BROWN WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 44,252.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.87 Mil. This investment constitutes 8.55% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then BROWN WEALTH MANAGEMENT, LLC has made 4 purchases of IVV, at an average price of $528.89, for a total of 44,777.00 shares. In addition, there have been 1 sales at an average price of $525.83 for 525.00 shares. Based on historical transaction data and IVV's current price of $631.74, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $4.55 Mil, reflecting a 19.21% gain to date.
BROWN WEALTH MANAGEMENT, LLC IVV ($631.74) Holding Chart
BROWN WEALTH MANAGEMENT, LLC IVV ($631.74) 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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