EWG Elevate Inc. IVV Holdings History
Number of Shares
6,520.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
1.39%
Total Estimate Gain
$322,034.43
% of Total Estimate Gain
8.32%
EWG Elevate Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, EWG Elevate Inc. held 6,520.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.66 Mil. This investment constitutes 1.39% of their stock portfolio, and EWG Elevate Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then EWG Elevate Inc. has made 4 purchases of IVV, at an average price of $569.96, for a total of 6,794.00 shares. In addition, there have been 2 sales at an average price of $401.19 for 274.00 shares. Based on historical transaction data and IVV's current price of $626.44, EWG Elevate Inc.'s estimated gain on his IVV holdings is $322,034.43, reflecting a 8.32% gain to date.
EWG Elevate Inc. IVV ($626.44) Holding Chart
EWG Elevate Inc. IVV ($626.44) 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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