IRONWOOD WEALTH MANAGEMENT, INC. IVV Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 26,290.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.39 Mil. This investment constitutes 7.74% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 4 purchases of IVV, at an average price of $354.73, for a total of 42,552.00 shares. In addition, there have been 14 sales at an average price of $463.11 for 16,262.00 shares. Based on historical transaction data and IVV's current price of $637.33, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IVV holdings is $9.19 Mil, reflecting a 60.90% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IVV ($637.33) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. 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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