Novak & Powell Financial Services, Inc. IVV Holdings History
Novak & Powell Financial Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 556.00 shares of iShares Core S&P 500 ETF(IVV), totaling $312,560.00. This investment constitutes 0.19% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of IVV, at an average price of $522.68, for a total of 1,688.00 shares. In addition, there have been 2 sales at an average price of $588.49 for 1,132.00 shares. Based on historical transaction data and IVV's current price of $630.67, Novak & Powell Financial Services, Inc.'s estimated gain on his IVV holdings is $134,534.11, reflecting a 15.25% gain to date.
Novak & Powell Financial Services, Inc. IVV ($630.67) Holding Chart
Novak & Powell Financial Services, 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 % | |||
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