Waterway Wealth Management, LLC IVV Holdings History
Waterway Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 65,860.00 shares of iShares Core S&P 500 ETF(IVV), totaling $37.00 Mil. This investment constitutes 15.42% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 3 purchases of IVV, at an average price of $500.75, for a total of 76,330.00 shares. In addition, there have been 2 sales at an average price of $522.80 for 10,470.00 shares. Based on historical transaction data and IVV's current price of $637.58, Waterway Wealth Management, LLC's estimated gain on his IVV holdings is $9.24 Mil, reflecting a 24.18% gain to date.
Waterway Wealth Management, LLC IVV ($637.58) Holding Chart
Waterway Wealth Management, LLC IVV ($637.58) 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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