KCS Wealth Advisory IVV Holdings History
KCS Wealth Advisory's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 12,949.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.56 Mil. This investment constitutes 2.38% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then KCS Wealth Advisory has made 11 purchases of IVV, at an average price of $329.44, for a total of 36,546.00 shares. In addition, there have been 11 sales at an average price of $353.78 for 23,597.00 shares. Based on historical transaction data and IVV's current price of $623.83, KCS Wealth Advisory's estimated gain on his IVV holdings is $4.39 Mil, reflecting a 36.43% gain to date.
KCS Wealth Advisory IVV ($623.83) Holding Chart
KCS Wealth Advisory IVV ($623.83) 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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