Sterling Wealth Management, Inc. IVV Holdings History
Sterling Wealth Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 2,900.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.71 Mil. This investment constitutes 0.63% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $553.10 for 3,292.00 shares. Based on historical transaction data and IVV's current price of $630.67, Sterling Wealth Management, Inc.'s estimated gain on his IVV holdings is $878,207.29, reflecting a 31.69% gain to date.
Sterling Wealth Management, Inc. IVV ($630.67) Holding Chart
Sterling Wealth Management, Inc. 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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