Western Pacific Wealth Management, LP IVV Holdings History
Western Pacific Wealth Management, LP's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 715.00 shares of iShares Core S&P 500 ETF(IVV), totaling $444,180.00. This investment constitutes 0.43% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Western Pacific Wealth Management, LP has made 2 purchases of IVV, at an average price of $570.55, for a total of 715.00 shares. Based on historical transaction data and IVV's current price of $630.67, Western Pacific Wealth Management, LP's estimated gain on his IVV holdings is $42,988.27, reflecting a 10.54% gain to date.
Western Pacific Wealth Management, LP IVV ($630.67) Holding Chart
Western Pacific Wealth Management, LP 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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