Maxwell Wealth Strategies Inc. IVV Holdings History
Maxwell Wealth Strategies Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 58,378.00 shares of iShares Core S&P 500 ETF(IVV), totaling $34.37 Mil. This investment constitutes 14.03% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 2 purchases of IVV, at an average price of $497.71, for a total of 61,416.00 shares. In addition, there have been 2 sales at an average price of $508.82 for 3,038.00 shares. Based on historical transaction data and IVV's current price of $630.67, Maxwell Wealth Strategies Inc.'s estimated gain on his IVV holdings is $7.80 Mil, reflecting a 25.50% gain to date.
Maxwell Wealth Strategies Inc. IVV ($630.67) Holding Chart
Maxwell Wealth Strategies 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
