Bestgate Wealth Advisors, LLC IVV Holdings History
Bestgate Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 10,497.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.90 Mil. This investment constitutes 12.23% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 1,085.00 shares. Based on historical transaction data and IVV's current price of $631.74, Bestgate Wealth Advisors, LLC's estimated gain on his IVV holdings is $412,870.27, reflecting a 6.02% gain to date.
Bestgate Wealth Advisors, LLC IVV ($631.74) Holding Chart
Bestgate Wealth Advisors, 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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