Wealth Advisors Of Iowa, LLC IVV Holdings History
Wealth Advisors of Iowa, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 8,761.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.92 Mil. This investment constitutes 2.12% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then Wealth Advisors of Iowa, LLC has made 7 purchases of IVV, at an average price of $408.04, for a total of 346,043.00 shares. In addition, there have been 13 sales at an average price of $405.03 for 337,282.00 shares. Based on historical transaction data and IVV's current price of $624.99, Wealth Advisors of Iowa, LLC's estimated gain on his IVV holdings is $888,237.08, reflecting a 0.63% gain to date.
Wealth Advisors of Iowa, LLC IVV ($624.99) Holding Chart
Wealth Advisors of Iowa, LLC IVV ($624.99) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
