Retirement Wealth Solutions LLC IVE Holdings History
Retirement Wealth Solutions LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 15,864.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.10 Mil. This investment constitutes 2.26% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 2 purchases of IVE, at an average price of $193.90, for a total of 15,864.00 shares. Based on historical transaction data and IVE's current price of $200.17, Retirement Wealth Solutions LLC's estimated gain on his IVE holdings is $99,527.16, reflecting a 3.24% gain to date.
Retirement Wealth Solutions LLC IVE ($200.17) Holding Chart
Retirement Wealth Solutions LLC IVE ($200.17) 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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