McNaughton Wealth Management, LLC IVE Holdings History
McNaughton Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, McNaughton Wealth Management, LLC held 61,114.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.94 Mil. This investment constitutes 5.33% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. And since then McNaughton Wealth Management, LLC has made 2 purchases of IVE, at an average price of $192.73, for a total of 61,114.00 shares. Based on historical transaction data and IVE's current price of $200.17, McNaughton Wealth Management, LLC's estimated gain on his IVE holdings is $454,599.98, reflecting a 3.86% gain to date.
McNaughton Wealth Management, LLC IVE ($200.17) Holding Chart
McNaughton Wealth Management, LLC IVE ($200.17) 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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