Emerson Wealth, LLC IVV Holdings History

Number of Shares
18,470.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
4.59%
Total Estimate Gain
$4.84 Mil
% of Total Estimate Gain
68.52%

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

As of 2022-06-30, Emerson Wealth, LLC held 18,470.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.00 Mil. This investment constitutes 4.59% of their stock portfolio, and Emerson Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q1. And since then Emerson Wealth, LLC has made 7 purchases of IVV, at an average price of $368.26, for a total of 19,169.00 shares. In addition, there have been 3 sales at an average price of $325.64 for 699.00 shares. Based on historical transaction data and IVV's current price of $631.74, Emerson Wealth, LLC's estimated gain on his IVV holdings is $4.84 Mil, reflecting a 68.52% gain to date.

Emerson Wealth, LLC IVV ($631.74) Holding Chart

Emerson Wealth, 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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