Campbell Wealth Management IVV Holdings History
Campbell Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Campbell Wealth Management held 51,463.00 shares of iShares Core S&P 500 ETF(IVV), totaling $30.30 Mil. This investment constitutes 2.73% of their stock portfolio, and Campbell Wealth Management now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 14 purchases of IVV, at an average price of $403.08, for a total of 121,804.00 shares. In addition, there have been 10 sales at an average price of $479.61 for 70,341.00 shares. Based on historical transaction data and IVV's current price of $623.75, Campbell Wealth Management's estimated gain on his IVV holdings is $16.74 Mil, reflecting a 34.10% gain to date.
Campbell Wealth Management IVV ($623.75) Holding Chart
Campbell Wealth Management IVV ($623.75) 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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