Number of Shares
4,544.00
Current Holdings Value*
$2.82 Mil
% of Portfolio
0.89%
Total Estimate Gain
$496,401.37
% of Total Estimate Gain
10.39%
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 $631.74, EWA, LLC's estimated gain on his IVV holdings is $496,401.37, reflecting a 10.39% gain to date.
EWA, LLC IVV ($631.74) Holding Chart
EWA, LLC IVV ($631.74) 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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