Retirement Income Solutions, Inc IVV Holdings History
Retirement Income Solutions, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Retirement Income Solutions, Inc held 223,649.00 shares of iShares Core S&P 500 ETF(IVV), totaling $125.67 Mil. This investment constitutes 26.29% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 22 purchases of IVV, at an average price of $402.49, for a total of 364,335.00 shares. In addition, there have been 6 sales at an average price of $465.64 for 140,686.00 shares. Based on historical transaction data and IVV's current price of $620.67, Retirement Income Solutions, Inc's estimated gain on his IVV holdings is $57.68 Mil, reflecting a 39.34% gain to date.
Retirement Income Solutions, Inc IVV ($620.67) Holding Chart
Retirement Income Solutions, Inc IVV ($620.67) 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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