McMill Wealth Management IVV Holdings History
McMill Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 13,733.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.72 Mil. This investment constitutes 3.11% of their stock portfolio, and McMill Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of IVV, at an average price of $591.68, for a total of 13,733.00 shares. Based on historical transaction data and IVV's current price of $630.67, McMill Wealth Management's estimated gain on his IVV holdings is $535,457.64, reflecting a 6.59% gain to date.
McMill Wealth Management IVV ($630.67) Holding Chart
McMill Wealth Management 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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