MFA Wealth Services IVV Holdings History
MFA Wealth Services's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MFA Wealth Services held 21,170.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.90 Mil. This investment constitutes 9.78% of their stock portfolio, and MFA Wealth Services now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then MFA Wealth Services has made 1 purchases of IVV, at an average price of $592.13, for a total of 21,170.00 shares. Based on historical transaction data and IVV's current price of $630.67, MFA Wealth Services's estimated gain on his IVV holdings is $815,866.32, reflecting a 6.51% gain to date.
MFA Wealth Services IVV ($630.67) Holding Chart
MFA Wealth Services IVV ($630.67) 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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