SK Wealth Management, LLC IVV Holdings History
SK Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, SK Wealth Management, LLC held 7,745.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.86 Mil. This investment constitutes 2.11% of their stock portfolio, and SK Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q3. And since then SK Wealth Management, LLC has made 3 purchases of IVV, at an average price of $566.69, for a total of 7,745.00 shares. Based on historical transaction data and IVV's current price of $630.67, SK Wealth Management, LLC's estimated gain on his IVV holdings is $495,522.38, reflecting a 11.29% gain to date.
SK Wealth Management, LLC IVV ($630.67) Holding Chart
SK Wealth Management, LLC IVV ($630.67) 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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