XY Planning Network, Inc. IVV Holdings History
XY Planning Network, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 13,058.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.11 Mil. This investment constitutes 2.76% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. And since then XY Planning Network, Inc. has made 2 purchases of IVV, at an average price of $578.55, for a total of 13,058.00 shares. Based on historical transaction data and IVV's current price of $631.74, XY Planning Network, Inc.'s estimated gain on his IVV holdings is $694,561.42, reflecting a 9.19% gain to date.
XY Planning Network, Inc. IVV ($631.74) Holding Chart
XY Planning Network, Inc. IVV ($631.74) 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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