SOFI WEALTH, LLC IVV Holdings History

Number of Shares
320,156.00
Current Holdings Value*
$179.90 Mil
% of Portfolio
13.52%
Total Estimate Gain
$12.85 Mil
% of Total Estimate Gain
6.79%

SOFI WEALTH, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, SOFI WEALTH, LLC held 320,156.00 shares of iShares Core S&P 500 ETF(IVV), totaling $179.90 Mil. This investment constitutes 13.52% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of IVV, at an average price of $590.54, for a total of 320,156.00 shares. Based on historical transaction data and IVV's current price of $630.67, SOFI WEALTH, LLC's estimated gain on his IVV holdings is $12.85 Mil, reflecting a 6.79% gain to date.

SOFI WEALTH, LLC IVV ($630.67) Holding Chart

SOFI WEALTH, 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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