SMITH CHAS P & ASSOCIATES PA CPAS IVV Holdings History
SMITH CHAS P & ASSOCIATES PA CPAS's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 69,889.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.39 Mil. This investment constitutes 2.44% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 20 purchases of IVV, at an average price of $195.06, for a total of 301,590.00 shares. In addition, there have been 18 sales at an average price of $242.63 for 231,701.00 shares. Based on historical transaction data and IVV's current price of $630.67, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his IVV holdings is $41.47 Mil, reflecting a 70.49% gain to date.
SMITH CHAS P & ASSOCIATES PA CPAS IVV ($630.67) Holding Chart
SMITH CHAS P & ASSOCIATES PA CPAS 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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