Innovative Wealth Building LLC IVV Holdings History
Innovative Wealth Building LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 11,282.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.34 Mil. This investment constitutes 5.84% of their stock portfolio, and Innovative Wealth Building LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 271.00 shares. Based on historical transaction data and IVV's current price of $617.46, Innovative Wealth Building LLC's estimated gain on his IVV holdings is $284,178.74, reflecting a 4.15% gain to date.
Innovative Wealth Building LLC IVV ($617.46) Holding Chart
Innovative Wealth Building LLC IVV ($617.46) 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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