Retirement Wealth Solutions LLC IVV Holdings History
Retirement Wealth Solutions LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 18,393.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.42 Mil. This investment constitutes 8.34% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 1 purchases of IVV, at an average price of $592.17, for a total of 21,651.00 shares. In addition, there have been 1 sales at an average price of $573.99 for 3,258.00 shares. Based on historical transaction data and IVV's current price of $637.33, Retirement Wealth Solutions LLC's estimated gain on his IVV holdings is $771,298.94, reflecting a 6.02% gain to date.
Retirement Wealth Solutions LLC IVV ($637.33) Holding Chart
Retirement Wealth Solutions LLC IVV ($637.33) 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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