Boyd Wealth Management, LLC IVV Holdings History
Boyd Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 16,172.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.04 Mil. This investment constitutes 4.35% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 3 purchases of IVV, at an average price of $458.09, for a total of 23,030.00 shares. In addition, there have been 10 sales at an average price of $429.78 for 6,858.00 shares. Based on historical transaction data and IVV's current price of $633.67, Boyd Wealth Management, LLC's estimated gain on his IVV holdings is $2.65 Mil, reflecting a 25.07% gain to date.
Boyd Wealth Management, LLC IVV ($633.67) Holding Chart
Boyd Wealth Management, LLC IVV ($633.67) 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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