Wiser Wealth Management, Inc IVV Holdings History
Wiser Wealth Management, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 31,273.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.57 Mil. This investment constitutes 4.93% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 14 purchases of IVV, at an average price of $390.51, for a total of 130,696.00 shares. In addition, there have been 3 sales at an average price of $414.28 for 99,423.00 shares. Based on historical transaction data and IVV's current price of $623.83, Wiser Wealth Management, Inc's estimated gain on his IVV holdings is $9.66 Mil, reflecting a 18.93% gain to date.
Wiser Wealth Management, Inc IVV ($623.83) Holding Chart
Wiser Wealth Management, Inc IVV ($623.83) 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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