Number of Shares
201,480.00
Current Holdings Value*
$125.10 Mil
% of Portfolio
28.21%
Total Estimate Gain
$71.18 Mil
% of Total Estimate Gain
38.34%

Rezny Wealth Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Rezny Wealth Management, Inc. held 201,480.00 shares of iShares Core S&P 500 ETF(IVV), totaling $125.10 Mil. This investment constitutes 28.21% of their stock portfolio, and Rezny Wealth Management, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q1. And since then Rezny Wealth Management, Inc. has made 18 purchases of IVV, at an average price of $363.54, for a total of 510,704.00 shares. In addition, there have been 11 sales at an average price of $416.05 for 309,224.00 shares. Based on historical transaction data and IVV's current price of $636.22, Rezny Wealth Management, Inc.'s estimated gain on his IVV holdings is $71.18 Mil, reflecting a 38.34% gain to date.

Rezny Wealth Management, Inc. IVV ($636.22) Holding Chart

Rezny Wealth Management, Inc. IVV ($636.22) 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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