EWA, LLC IVV Holdings History

Number of Shares
4,544.00
Current Holdings Value*
$2.82 Mil
% of Portfolio
0.89%
Total Estimate Gain
$521,802.33
% of Total Estimate Gain
10.92%

EWA, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, EWA, LLC held 4,544.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.82 Mil. This investment constitutes 0.89% of their stock portfolio, and EWA, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q1. And since then EWA, LLC has made 5 purchases of IVV, at an average price of $545.96, for a total of 8,751.00 shares. In addition, there have been 4 sales at an average price of $571.30 for 4,207.00 shares. Based on historical transaction data and IVV's current price of $637.33, EWA, LLC's estimated gain on his IVV holdings is $521,802.33, reflecting a 10.92% gain to date.

EWA, LLC IVV ($637.33) Holding Chart

EWA, LLC IVV ($637.33) 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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