Number of Shares
118,064.00
Current Holdings Value*
$66.34 Mil
% of Portfolio
7.32%
Total Estimate Gain
$58.63 Mil
% of Total Estimate Gain
158.91%

Wealth Architects, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Wealth Architects, LLC held 118,064.00 shares of iShares Core S&P 500 ETF(IVV), totaling $66.34 Mil. This investment constitutes 7.32% of their stock portfolio, and Wealth Architects, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 10 purchases of IVV, at an average price of $208.56, for a total of 176,885.00 shares. In addition, there have been 21 sales at an average price of $358.01 for 58,821.00 shares. Based on historical transaction data and IVV's current price of $630.67, Wealth Architects, LLC's estimated gain on his IVV holdings is $58.63 Mil, reflecting a 158.91% gain to date.

Wealth Architects, LLC IVV ($630.67) Holding Chart

Wealth Architects, LLC IVV ($630.67) 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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