Tyler-Stone Wealth Management IVV Holdings History
Tyler-Stone Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 36,559.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.54 Mil. This investment constitutes 3.69% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 10 purchases of IVV, at an average price of $516.05, for a total of 36,722.00 shares. In addition, there have been 2 sales at an average price of $434.28 for 163.00 shares. Based on historical transaction data and IVV's current price of $630.67, Tyler-Stone Wealth Management's estimated gain on his IVV holdings is $4.18 Mil, reflecting a 22.04% gain to date.
Tyler-Stone Wealth Management IVV ($630.67) Holding Chart
Tyler-Stone Wealth Management 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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