Fort Henry Capital, LLC IVV Holdings History
Fort Henry Capital, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Fort Henry Capital, LLC held 63,017.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.13 Mil. This investment constitutes 26.3% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 9 purchases of IVV, at an average price of $361.07, for a total of 82,221.00 shares. In addition, there have been 9 sales at an average price of $514.78 for 19,204.00 shares. Based on historical transaction data and IVV's current price of $631.74, Fort Henry Capital, LLC's estimated gain on his IVV holdings is $20.01 Mil, reflecting a 67.40% gain to date.
Fort Henry Capital, LLC IVV ($631.74) Holding Chart
Fort Henry Capital, 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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