National Wealth Management Group, LLC IVV Holdings History
National Wealth Management Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 13,246.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.44 Mil. This investment constitutes 4.89% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then National Wealth Management Group, LLC has made 8 purchases of IVV, at an average price of $485.57, for a total of 14,600.00 shares. Based on historical transaction data and IVV's current price of $628.17, National Wealth Management Group, LLC's estimated gain on his IVV holdings is $1.80 Mil, reflecting a 25.45% gain to date.
National Wealth Management Group, LLC IVV ($628.17) Holding Chart
National Wealth Management Group, LLC IVV ($628.17) 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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