King Wealth Management Group IVV Holdings History
King Wealth Management Group's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, King Wealth Management Group held 159,117.00 shares of iShares Core S&P 500 ETF(IVV), totaling $89.41 Mil. This investment constitutes 13.55% of their stock portfolio, and King Wealth Management Group now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then King Wealth Management Group has made 39 purchases of IVV, at an average price of $322.90, for a total of 197,860.00 shares. In addition, there have been 2 sales at an average price of $300.29 for 38,743.00 shares. Based on historical transaction data and IVV's current price of $630.93, King Wealth Management Group's estimated gain on his IVV holdings is $48.14 Mil, reflecting a 75.35% gain to date.
King Wealth Management Group IVV ($630.93) Holding Chart
King Wealth Management Group IVV ($630.93) 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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