Number of Shares
22,080.00
Current Holdings Value*
$12.41 Mil
% of Portfolio
3.41%
Total Estimate Gain
$838,631.28
% of Total Estimate Gain
5.06%

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

As of 2025-03-31, Fairvoy Private Wealth, LLC held 22,080.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.41 Mil. This investment constitutes 3.41% of their stock portfolio, and Fairvoy Private Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 5,886.00 shares. Based on historical transaction data and IVV's current price of $630.67, Fairvoy Private Wealth, LLC's estimated gain on his IVV holdings is $838,631.28, reflecting a 5.06% gain to date.

Fairvoy Private Wealth, LLC IVV ($630.67) Holding Chart

Fairvoy Private Wealth, LLC IVV ($630.67) 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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