Cardinal Strategic Wealth Guidance IVV Holdings History
Cardinal Strategic Wealth Guidance's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 137,988.00 shares of iShares Core S&P 500 ETF(IVV), totaling $85.68 Mil. This investment constitutes 24.72% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Cardinal Strategic Wealth Guidance has made 14 purchases of IVV, at an average price of $391.85, for a total of 178,608.00 shares. In addition, there have been 8 sales at an average price of $467.43 for 40,620.00 shares. Based on historical transaction data and IVV's current price of $636.29, Cardinal Strategic Wealth Guidance's estimated gain on his IVV holdings is $36.80 Mil, reflecting a 52.58% gain to date.
Cardinal Strategic Wealth Guidance IVV ($636.29) Holding Chart
Cardinal Strategic Wealth Guidance IVV ($636.29) 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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