Hubbell Strickland Wealth Management, LLC IVV Holdings History
Hubbell Strickland Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Hubbell Strickland Wealth Management, LLC held 37,669.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.39 Mil. This investment constitutes 10.32% of their stock portfolio, and Hubbell Strickland Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Hubbell Strickland Wealth Management, LLC has made 17 purchases of IVV, at an average price of $331.61, for a total of 40,033.00 shares. In addition, there have been 5 sales at an average price of $419.21 for 2,364.00 shares. Based on historical transaction data and IVV's current price of $637.33, Hubbell Strickland Wealth Management, LLC's estimated gain on his IVV holdings is $11.72 Mil, reflecting a 88.31% gain to date.
Hubbell Strickland Wealth Management, LLC IVV ($637.33) Holding Chart
Hubbell Strickland Wealth Management, LLC IVV ($637.33) 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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