POWER WEALTH MANAGEMENT LLC IVV Holdings History
POWER WEALTH MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 10,357.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.82 Mil. This investment constitutes 2.36% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $544.49 for 10,918.00 shares. Based on historical transaction data and IVV's current price of $637.33, POWER WEALTH MANAGEMENT LLC's estimated gain on his IVV holdings is $3.02 Mil, reflecting a 31.74% gain to date.
POWER WEALTH MANAGEMENT LLC IVV ($637.33) Holding Chart
POWER WEALTH MANAGEMENT LLC IVV ($637.33) 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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