Number of Shares
603,722.00
Current Holdings Value*
$374.85 Mil
% of Portfolio
29.13%
Total Estimate Gain
$176.89 Mil
% of Total Estimate Gain
78.46%

CAHABA WEALTH MANAGEMENT, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 603,722.00 shares of iShares Core S&P 500 ETF(IVV), totaling $374.85 Mil. This investment constitutes 29.13% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 27 purchases of IVV, at an average price of $353.85, for a total of 637,184.00 shares. In addition, there have been 2 sales at an average price of $525.66 for 33,462.00 shares. Based on historical transaction data and IVV's current price of $637.33, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his IVV holdings is $176.89 Mil, reflecting a 78.46% gain to date.

CAHABA WEALTH MANAGEMENT, INC. IVV ($637.33) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. IVV ($637.33) 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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