Number of Shares
62,282.00
Current Holdings Value*
$35.00 Mil
% of Portfolio
6.18%
Total Estimate Gain
$13.68 Mil
% of Total Estimate Gain
52.72%

Capital Advisors Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Capital Advisors Wealth Management, LLC held 62,282.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.00 Mil. This investment constitutes 6.18% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 15 purchases of IVV, at an average price of $413.25, for a total of 62,801.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 519.00 shares. Based on historical transaction data and IVV's current price of $631.74, Capital Advisors Wealth Management, LLC's estimated gain on his IVV holdings is $13.68 Mil, reflecting a 52.72% gain to date.

Capital Advisors Wealth Management, LLC IVV ($631.74) Holding Chart

Capital Advisors Wealth Management, LLC IVV ($631.74) 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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