Nova R Wealth, Inc. IVV Holdings History

Number of Shares
39,127.00
Current Holdings Value*
$21.99 Mil
% of Portfolio
10.89%
Total Estimate Gain
$7.85 Mil
% of Total Estimate Gain
40.43%

Nova R Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Nova R Wealth, Inc. held 39,127.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.99 Mil. This investment constitutes 10.89% of their stock portfolio, and Nova R Wealth, 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 Nova R Wealth, Inc. has made 9 purchases of IVV, at an average price of $433.41, for a total of 44,786.00 shares. In addition, there have been 4 sales at an average price of $464.60 for 5,659.00 shares. Based on historical transaction data and IVV's current price of $629.47, Nova R Wealth, Inc.'s estimated gain on his IVV holdings is $7.85 Mil, reflecting a 40.43% gain to date.

Nova R Wealth, Inc. IVV ($629.47) Holding Chart

Nova R Wealth, Inc. IVV ($629.47) 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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