SWS Partners IVV Holdings History
SWS Partners's iShares Core S&P 500 ETF Holding Summary
As of 2026-06-30, SWS Partners held 54,398.00 shares of iShares Core S&P 500 ETF(IVV), totaling $40.74 Mil. This investment constitutes 8.8% of their stock portfolio, and SWS Partners now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then SWS Partners has made 19 purchases of IVV, at an average price of $392.57, for a total of 108,117.00 shares. In addition, there have been 7 sales at an average price of $395.73 for 53,719.00 shares. Based on historical transaction data and IVV's current price of $767.87, SWS Partners's estimated gain on his IVV holdings is $20.59 Mil, reflecting a 48.50% gain to date.
SWS Partners IVV ($767.87) Holding Chart
SWS Partners IVV ($767.87) 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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