CAHABA WEALTH MANAGEMENT, INC. IVV Holdings History
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 $637.58, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his IVV holdings is $177.04 Mil, reflecting a 78.52% gain to date.
CAHABA WEALTH MANAGEMENT, INC. IVV ($637.58) Holding Chart
CAHABA WEALTH MANAGEMENT, INC. IVV ($637.58) 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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