DEFINED WEALTH MANAGEMENT, LLC IVV Holdings History
DEFINED WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 8,891.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.52 Mil. This investment constitutes 3.41% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 7 purchases of IVV, at an average price of $371.79, for a total of 29,864.00 shares. In addition, there have been 10 sales at an average price of $412.71 for 20,973.00 shares. Based on historical transaction data and IVV's current price of $630.67, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $3.16 Mil, reflecting a 28.46% gain to date.
DEFINED WEALTH MANAGEMENT, LLC IVV ($630.67) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC 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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