Stewardship Advisors, LLC IVV Holdings History
Stewardship Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Stewardship Advisors, LLC held 77,666.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.22 Mil. This investment constitutes 12.21% of their stock portfolio, and Stewardship Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then Stewardship Advisors, LLC has made 10 purchases of IVV, at an average price of $423.02, for a total of 164,413.00 shares. In addition, there have been 9 sales at an average price of $481.71 for 86,747.00 shares. Based on historical transaction data and IVV's current price of $631.74, Stewardship Advisors, LLC's estimated gain on his IVV holdings is $21.30 Mil, reflecting a 30.63% gain to date.
Stewardship Advisors, LLC IVV ($631.74) Holding Chart
Stewardship Advisors, LLC IVV ($631.74) 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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