Waterway Wealth Management, LLC IVE Holdings History
Waterway Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 15,952.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.04 Mil. This investment constitutes 1.27% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Waterway Wealth Management, LLC has made 4 purchases of IVE, at an average price of $191.30, for a total of 16,774.00 shares. In addition, there have been 1 sales at an average price of $182.13 for 822.00 shares. Based on historical transaction data and IVE's current price of $199.92, Waterway Wealth Management, LLC's estimated gain on his IVE holdings is $130,018.25, reflecting a 4.05% gain to date.
Waterway Wealth Management, LLC IVE ($199.92) Holding Chart
Waterway Wealth Management, LLC IVE ($199.92) 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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