WATERSHED PRIVATE WEALTH LLC IVV Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 63,676.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.54 Mil. This investment constitutes 14.39% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 5 purchases of IVV, at an average price of $428.66, for a total of 86,019.00 shares. In addition, there have been 5 sales at an average price of $562.89 for 22,343.00 shares. Based on historical transaction data and IVV's current price of $637.33, WATERSHED PRIVATE WEALTH LLC's estimated gain on his IVV holdings is $16.29 Mil, reflecting a 44.17% gain to date.
WATERSHED PRIVATE WEALTH LLC IVV ($637.33) Holding Chart
WATERSHED PRIVATE WEALTH LLC IVV ($637.33) 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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