Elwood & Goetz Wealth Advisory Group, LLC IVV Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 4,581.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.84 Mil. This investment constitutes 0.61% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 12 purchases of IVV, at an average price of $404.37, for a total of 7,796.00 shares. In addition, there have been 14 sales at an average price of $405.21 for 3,215.00 shares. Based on historical transaction data and IVV's current price of $636.15, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his IVV holdings is $1.06 Mil, reflecting a 33.77% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC IVV ($636.15) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC IVV ($636.15) 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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