PLANWISER FINANCIAL, LLC IVV Holdings History
Number of Shares
18,601.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
9.5%
Total Estimate Gain
$747,016.16
% of Total Estimate Gain
6.80%
PLANWISER FINANCIAL, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 18,601.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.49 Mil. This investment constitutes 9.5% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $630.67, PLANWISER FINANCIAL, LLC's estimated gain on his IVV holdings is $747,016.16, reflecting a 6.80% gain to date.
PLANWISER FINANCIAL, LLC IVV ($630.67) Holding Chart
PLANWISER FINANCIAL, LLC 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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