Intelligent Financial Strategies IVV Holdings History
Intelligent Financial Strategies's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 7,025.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.95 Mil. This investment constitutes 2.06% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 3 purchases of IVV, at an average price of $449.05, for a total of 10,268.00 shares. In addition, there have been 9 sales at an average price of $444.74 for 3,243.00 shares. Based on historical transaction data and IVV's current price of $611.03, Intelligent Financial Strategies's estimated gain on his IVV holdings is $1.12 Mil, reflecting a 24.37% gain to date.
Intelligent Financial Strategies IVV ($611.03) Holding Chart
Intelligent Financial Strategies IVV ($611.03) 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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