Chokshi & Queen Wealth Advisors, Inc IVV Holdings History
Chokshi & Queen Wealth Advisors, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 62,355.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.04 Mil. This investment constitutes 21.37% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Chokshi & Queen Wealth Advisors, Inc has made 1 purchases of IVV, at an average price of $592.23, for a total of 62,355.00 shares. Based on historical transaction data and IVV's current price of $630.67, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his IVV holdings is $2.40 Mil, reflecting a 6.49% gain to date.
Chokshi & Queen Wealth Advisors, Inc IVV ($630.67) Holding Chart
Chokshi & Queen Wealth Advisors, Inc IVV ($630.67) 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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