RCS Financial Planning, LLC IVV Holdings History
RCS Financial Planning, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 16,110.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.05 Mil. This investment constitutes 4.78% of their stock portfolio, and RCS Financial Planning, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 5 purchases of IVV, at an average price of $421.61, for a total of 29,818.00 shares. In addition, there have been 4 sales at an average price of $510.78 for 13,708.00 shares. Based on historical transaction data and IVV's current price of $630.67, RCS Financial Planning, LLC's estimated gain on his IVV holdings is $4.59 Mil, reflecting a 36.51% gain to date.
RCS Financial Planning, LLC IVV ($630.67) Holding Chart
RCS Financial Planning, 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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