SWMG, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 42,768.00 shares of iShares S&P 500 Value ETF(IVE), totaling $7.78 Mil. This investment constitutes 3.09% of their stock portfolio, and SWMG, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then SWMG, LLC has made 5 purchases of IVE, at an average price of $184.05, for a total of 42,768.00 shares. Based on historical transaction data and IVE's current price of $197.59, SWMG, LLC's estimated gain on his IVE holdings is $578,923.30, reflecting a 7.35% gain to date.
SWMG, LLC IVE ($197.59) Holding Chart
SWMG, LLC IVE ($197.59) 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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