MY Wealth Management Inc. IVV Holdings History
MY Wealth Management Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 12,873.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.99 Mil. This investment constitutes 7.66% of their stock portfolio, and MY Wealth Management Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then MY Wealth Management Inc. has made 7 purchases of IVV, at an average price of $458.35, for a total of 25,616.00 shares. In addition, there have been 4 sales at an average price of $543.24 for 12,743.00 shares. Based on historical transaction data and IVV's current price of $630.67, MY Wealth Management Inc.'s estimated gain on his IVV holdings is $3.30 Mil, reflecting a 28.11% gain to date.
MY Wealth Management Inc. IVV ($630.67) Holding Chart
MY Wealth Management Inc. 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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