Quest 10 Wealth Builders, Inc. IVV Holdings History
Number of Shares
7,538.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
4.64%
Total Estimate Gain
$261,789.20
% of Total Estimate Gain
5.63%
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 $627.03, Quest 10 Wealth Builders, Inc.'s estimated gain on his IVV holdings is $261,789.20, reflecting a 5.63% gain to date.
Quest 10 Wealth Builders, Inc. IVV ($627.03) Holding Chart
Quest 10 Wealth Builders, Inc. IVV ($627.03) 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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