Taylor & Morgan Wealth Management, LLC IVV Holdings History
Taylor & Morgan Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 28,863.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.92 Mil. This investment constitutes 12.1% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 7 purchases of IVV, at an average price of $453.32, for a total of 33,372.00 shares. In addition, there have been 7 sales at an average price of $464.38 for 4,509.00 shares. Based on historical transaction data and IVV's current price of $630.67, Taylor & Morgan Wealth Management, LLC's estimated gain on his IVV holdings is $5.17 Mil, reflecting a 34.16% gain to date.
Taylor & Morgan Wealth Management, LLC IVV ($630.67) Holding Chart
Taylor & Morgan Wealth Management, 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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