Upper Left Wealth Management, LLC IVV Holdings History
Upper Left Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 4,610.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.86 Mil. This investment constitutes 1.91% of their stock portfolio, and Upper Left 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 Upper Left Wealth Management, LLC has made 5 purchases of IVV, at an average price of $532.05, for a total of 6,436.00 shares. In addition, there have been 9 sales at an average price of $471.48 for 1,826.00 shares. Based on historical transaction data and IVV's current price of $623.83, Upper Left Wealth Management, LLC's estimated gain on his IVV holdings is $312,506.23, reflecting a 9.13% gain to date.
Upper Left Wealth Management, LLC IVV ($623.83) Holding Chart
Upper Left Wealth Management, LLC IVV ($623.83) 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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