Rede Wealth, LLC IVV Holdings History

Number of Shares
10,413.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
2.07%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
56.50%

Rede Wealth, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Rede Wealth, LLC held 10,413.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.85 Mil. This investment constitutes 2.07% of their stock portfolio, and Rede Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then Rede Wealth, LLC has made 11 purchases of IVV, at an average price of $389.41, for a total of 11,681.00 shares. In addition, there have been 6 sales at an average price of $464.94 for 1,268.00 shares. Based on historical transaction data and IVV's current price of $627.03, Rede Wealth, LLC's estimated gain on his IVV holdings is $2.57 Mil, reflecting a 56.50% gain to date.

Rede Wealth, LLC IVV ($627.03) Holding Chart

Rede Wealth, LLC 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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