WORLD EQUITY GROUP, INC. IVV Holdings History
WORLD EQUITY GROUP, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, WORLD EQUITY GROUP, INC. held 8,007.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.97 Mil. This investment constitutes 1.36% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 4 purchases of IVV, at an average price of $421.74, for a total of 159,737.00 shares. In addition, there have been 5 sales at an average price of $431.75 for 151,730.00 shares. Based on historical transaction data and IVV's current price of $636.29, WORLD EQUITY GROUP, INC.'s estimated gain on his IVV holdings is $3.24 Mil, reflecting a 4.80% gain to date.
WORLD EQUITY GROUP, INC. IVV ($636.29) Holding Chart
WORLD EQUITY GROUP, INC. IVV ($636.29) 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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