Waypoint Wealth Partners Inc. IVV Holdings History
Waypoint Wealth Partners Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 3,600.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.24 Mil. This investment constitutes 0.54% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Waypoint Wealth Partners Inc. has made 3 purchases of IVV, at an average price of $518.87, for a total of 5,439.00 shares. In addition, there have been 2 sales at an average price of $429.85 for 1,839.00 shares. Based on historical transaction data and IVV's current price of $630.93, Waypoint Wealth Partners Inc.'s estimated gain on his IVV holdings is $239,739.90, reflecting a 8.50% gain to date.
Waypoint Wealth Partners Inc. IVV ($630.93) Holding Chart
Waypoint Wealth Partners Inc. IVV ($630.93) 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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