Oregon Pacific Wealth Management, LLC IVE Holdings History
Oregon Pacific Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 2,028.00 shares of iShares S&P 500 Value ETF(IVE), totaling $396,310.00. This investment constitutes 0.38% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q2. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of IVE, at an average price of $186.34, for a total of 2,028.00 shares. Based on historical transaction data and IVE's current price of $197.34, Oregon Pacific Wealth Management, LLC's estimated gain on his IVE holdings is $22,308.00, reflecting a 5.90% gain to date.
Oregon Pacific Wealth Management, LLC IVE ($197.34) Holding Chart
Oregon Pacific Wealth Management, LLC IVE ($197.34) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
