GWN SECURITIES INC. IVV Holdings History
GWN SECURITIES INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GWN SECURITIES INC. held 78,378.00 shares of iShares Core S&P 500 ETF(IVV), totaling $44.12 Mil. This investment constitutes 2.49% of their stock portfolio, and GWN SECURITIES INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then GWN SECURITIES INC. has made 1 purchases of IVV, at an average price of $590.74, for a total of 78,378.00 shares. Based on historical transaction data and IVV's current price of $627.74, GWN SECURITIES INC.'s estimated gain on his IVV holdings is $2.90 Mil, reflecting a 6.26% gain to date.
GWN SECURITIES INC. IVV ($627.74) Holding Chart
GWN SECURITIES INC. IVV ($627.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
