WCG Wealth Advisors LLC IVV Holdings History
WCG Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 45,433.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.53 Mil. This investment constitutes 1.95% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of IVV, at an average price of $451.10, for a total of 93,703.00 shares. In addition, there have been 6 sales at an average price of $493.97 for 48,270.00 shares. Based on historical transaction data and IVV's current price of $630.67, WCG Wealth Advisors LLC's estimated gain on his IVV holdings is $10.23 Mil, reflecting a 24.20% gain to date.
WCG Wealth Advisors LLC IVV ($630.67) Holding Chart
WCG Wealth Advisors 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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