Resolute Wealth Strategies, LLC IVE Holdings History
Resolute Wealth Strategies, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Resolute Wealth Strategies, LLC held 23,342.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.45 Mil. This investment constitutes 2.48% of their stock portfolio, and Resolute Wealth Strategies, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q1. And since then Resolute Wealth Strategies, LLC has made 2 purchases of IVE, at an average price of $150.73, for a total of 40,989.00 shares. In addition, there have been 6 sales at an average price of $178.72 for 17,647.00 shares. Based on historical transaction data and IVE's current price of $197.82, Resolute Wealth Strategies, LLC's estimated gain on his IVE holdings is $1.59 Mil, reflecting a 25.79% gain to date.
Resolute Wealth Strategies, LLC IVE ($197.82) Holding Chart
Resolute Wealth Strategies, LLC IVE ($197.82) 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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