Wilkins Miller Wealth Management, LLC IVV Holdings History
Wilkins Miller Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 11,312.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.36 Mil. This investment constitutes 4.78% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 40.00 shares. Based on historical transaction data and IVV's current price of $633.50, Wilkins Miller Wealth Management, LLC's estimated gain on his IVV holdings is $466,720.88, reflecting a 6.94% gain to date.
Wilkins Miller Wealth Management, LLC IVV ($633.50) Holding Chart
Wilkins Miller Wealth Management, LLC IVV ($633.50) 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
