FORM Wealth Advisors, LLC IVV Holdings History
Number of Shares
250,173.00
Current Holdings Value*
$140.57 Mil
% of Portfolio
19.1%
Total Estimate Gain
$8.99 Mil
% of Total Estimate Gain
6.08%
FORM Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 250,173.00 shares of iShares Core S&P 500 ETF(IVV), totaling $140.57 Mil. This investment constitutes 19.1% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $626.44, FORM Wealth Advisors, LLC's estimated gain on his IVV holdings is $8.99 Mil, reflecting a 6.08% gain to date.
FORM Wealth Advisors, LLC IVV ($626.44) Holding Chart
FORM Wealth Advisors, LLC 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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