Selective Wealth Management, Inc. IVV Holdings History
Selective Wealth Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 11,260.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.05 Mil. This investment constitutes 2.63% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q2. And since then Selective Wealth Management, Inc. has made 9 purchases of IVV, at an average price of $375.02, for a total of 15,697.00 shares. In addition, there have been 14 sales at an average price of $436.91 for 4,437.00 shares. Based on historical transaction data and IVV's current price of $609.89, Selective Wealth Management, Inc.'s estimated gain on his IVV holdings is $2.92 Mil, reflecting a 49.59% gain to date.
Selective Wealth Management, Inc. IVV ($609.89) Holding Chart
Selective Wealth Management, Inc. IVV ($609.89) 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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