Sterling Wealth Advisors Inc IVV Holdings History
Number of Shares
5,057.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
2.19%
Total Estimate Gain
$172,999.97
% of Total Estimate Gain
5.78%
Sterling Wealth Advisors Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 5,057.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.84 Mil. This investment constitutes 2.19% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVV's current price of $626.44, Sterling Wealth Advisors Inc's estimated gain on his IVV holdings is $172,999.97, reflecting a 5.78% gain to date.
Sterling Wealth Advisors Inc IVV ($626.44) Holding Chart
Sterling Wealth Advisors Inc IVV ($626.44) 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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