Number of Shares
17,889.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
6.45%
Total Estimate Gain
$663,709.51
% of Total Estimate Gain
5.96%

Barnes Wealth Management Group, Inc's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 17,889.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.05 Mil. This investment constitutes 6.45% of their stock portfolio, and Barnes Wealth Management Group, Inc 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 920.00 shares. Based on historical transaction data and IVV's current price of $629.42, Barnes Wealth Management Group, Inc's estimated gain on his IVV holdings is $663,709.51, reflecting a 5.96% gain to date.

Barnes Wealth Management Group, Inc IVV ($629.42) Holding Chart

Barnes Wealth Management Group, Inc IVV ($629.42) 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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