Spectrum Wealth Counsel, LLC IVV Holdings History
Spectrum Wealth Counsel, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 142,740.00 shares of iShares Core S&P 500 ETF(IVV), totaling $80.21 Mil. This investment constitutes 9.63% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of IVV, at an average price of $451.81, for a total of 171,719.00 shares. In addition, there have been 2 sales at an average price of $553.37 for 28,979.00 shares. Based on historical transaction data and IVV's current price of $630.67, Spectrum Wealth Counsel, LLC's estimated gain on his IVV holdings is $28.47 Mil, reflecting a 36.70% gain to date.
Spectrum Wealth Counsel, LLC IVV ($630.67) Holding Chart
Spectrum Wealth Counsel, 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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