Hapanowicz & Associates Financial Services, Inc IVV Holdings History
Hapanowicz & Associates Financial Services, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 521.00 shares of iShares Core S&P 500 ETF(IVV), totaling $292,750.00. This investment constitutes 0.16% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. And since then Hapanowicz & Associates Financial Services, Inc has made 1 purchases of IVV, at an average price of $590.51, for a total of 521.00 shares. Based on historical transaction data and IVV's current price of $627.74, Hapanowicz & Associates Financial Services, Inc's estimated gain on his IVV holdings is $19,396.83, reflecting a 6.30% gain to date.
Hapanowicz & Associates Financial Services, Inc IVV ($627.74) Holding Chart
Hapanowicz & Associates Financial Services, 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 % | |||
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