Number of Shares
5,144.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
48.55%

Wallace Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Wallace Advisory Group, LLC held 5,144.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.03 Mil. This investment constitutes 2.1% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 3 purchases of IVV, at an average price of $392.89, for a total of 8,461.00 shares. In addition, there have been 5 sales at an average price of $516.05 for 3,317.00 shares. Based on historical transaction data and IVV's current price of $627.25, Wallace Advisory Group, LLC's estimated gain on his IVV holdings is $1.61 Mil, reflecting a 48.55% gain to date.

Wallace Advisory Group, LLC IVV ($627.25) Holding Chart

Wallace Advisory Group, LLC IVV ($627.25) 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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