Number of Shares
7,538.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
4.64%
Total Estimate Gain
$233,898.60
% of Total Estimate Gain
5.03%

Quest 10 Wealth Builders, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Quest 10 Wealth Builders, Inc. held 7,538.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.34 Mil. This investment constitutes 4.64% of their stock portfolio, and Quest 10 Wealth Builders, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 310.00 shares. Based on historical transaction data and IVV's current price of $623.33, Quest 10 Wealth Builders, Inc.'s estimated gain on his IVV holdings is $233,898.60, reflecting a 5.03% gain to date.

Quest 10 Wealth Builders, Inc. IVV ($623.33) Holding Chart

Quest 10 Wealth Builders, Inc. IVV ($623.33) 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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