Campion Asset Management IVV Holdings History
Campion Asset Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Campion Asset Management held 16,191.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.10 Mil. This investment constitutes 7.04% of their stock portfolio, and Campion Asset Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Campion Asset Management has made 11 purchases of IVV, at an average price of $431.45, for a total of 19,329.00 shares. In addition, there have been 5 sales at an average price of $439.19 for 3,138.00 shares. Based on historical transaction data and IVV's current price of $620.67, Campion Asset Management's estimated gain on his IVV holdings is $3.09 Mil, reflecting a 37.03% gain to date.
Campion Asset Management IVV ($620.67) Holding Chart
Campion Asset Management IVV ($620.67) 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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