Wealth Quarterback LLC IVV Holdings History
Wealth Quarterback LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Quarterback LLC held 60,611.00 shares of iShares Core S&P 500 ETF(IVV), totaling $34.06 Mil. This investment constitutes 19.16% of their stock portfolio, and Wealth Quarterback LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 9 purchases of IVV, at an average price of $432.56, for a total of 195,177.00 shares. In addition, there have been 8 sales at an average price of $436.24 for 134,566.00 shares. Based on historical transaction data and IVV's current price of $630.67, Wealth Quarterback LLC's estimated gain on his IVV holdings is $12.50 Mil, reflecting a 14.81% gain to date.
Wealth Quarterback LLC IVV ($630.67) Holding Chart
Wealth Quarterback 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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