C2C Wealth Management, LLC IVV Holdings History
C2C Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, C2C Wealth Management, LLC held 12,783.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.94 Mil. This investment constitutes 7.19% of their stock portfolio, and C2C 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 C2C Wealth Management, LLC has made 10 purchases of IVV, at an average price of $462.99, for a total of 15,460.00 shares. In addition, there have been 3 sales at an average price of $440.69 for 2,677.00 shares. Based on historical transaction data and IVV's current price of $630.67, C2C Wealth Management, LLC's estimated gain on his IVV holdings is $2.08 Mil, reflecting a 29.11% gain to date.
C2C Wealth Management, LLC IVV ($630.67) Holding Chart
C2C Wealth Management, LLC IVV ($630.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
