IRONWOOD WEALTH MANAGEMENT, INC. IVE Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 66,837.00 shares of iShares S&P 500 Value ETF(IVE), totaling $13.19 Mil. This investment constitutes 6.23% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 5 purchases of IVE, at an average price of $127.97, for a total of 81,443.00 shares. In addition, there have been 13 sales at an average price of $165.01 for 14,606.00 shares. Based on historical transaction data and IVE's current price of $198.88, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IVE holdings is $5.28 Mil, reflecting a 50.66% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IVE ($198.88) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. IVE ($198.88) 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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