Sanchez Wealth Management Group IVV Holdings History
Sanchez Wealth Management Group's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 43,384.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.38 Mil. This investment constitutes 6.62% of their stock portfolio, and Sanchez Wealth Management Group now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Sanchez Wealth Management Group has made 17 purchases of IVV, at an average price of $290.76, for a total of 51,019.00 shares. In addition, there have been 9 sales at an average price of $332.77 for 7,635.00 shares. Based on historical transaction data and IVV's current price of $627.79, Sanchez Wealth Management Group's estimated gain on his IVV holdings is $14.94 Mil, reflecting a 100.73% gain to date.
Sanchez Wealth Management Group IVV ($627.79) Holding Chart
Sanchez Wealth Management Group IVV ($627.79) 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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