Simplicity Wealth,LLC IVV Holdings History
Simplicity Wealth,LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 83,044.00 shares of iShares Core S&P 500 ETF(IVV), totaling $46.66 Mil. This investment constitutes 3.63% of their stock portfolio, and Simplicity Wealth,LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Simplicity Wealth,LLC has made 9 purchases of IVV, at an average price of $500.12, for a total of 142,227.00 shares. In addition, there have been 4 sales at an average price of $569.15 for 59,183.00 shares. Based on historical transaction data and IVV's current price of $630.67, Simplicity Wealth,LLC's estimated gain on his IVV holdings is $14.93 Mil, reflecting a 20.99% gain to date.
Simplicity Wealth,LLC IVV ($630.67) Holding Chart
Simplicity 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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