David Kennon Inc IVV Holdings History
David Kennon Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 1,235.00 shares of iShares Core S&P 500 ETF(IVV), totaling $693,920.00. This investment constitutes 0.28% of their stock portfolio, and David Kennon Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then David Kennon Inc has made 4 purchases of IVV, at an average price of $486.21, for a total of 1,380.00 shares. In addition, there have been 1 sales at an average price of $447.60 for 145.00 shares. Based on historical transaction data and IVV's current price of $623.83, David Kennon Inc's estimated gain on his IVV holdings is $164,356.03, reflecting a 24.50% gain to date.
David Kennon Inc IVV ($623.83) Holding Chart
David Kennon Inc IVV ($623.83) 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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