Number of Shares
86,229.00
Current Holdings Value*
$53.54 Mil
% of Portfolio
28.74%
Total Estimate Gain
$23.13 Mil
% of Total Estimate Gain
55.08%

Beaumont Asset Management, L.L.C.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 86,229.00 shares of iShares Core S&P 500 ETF(IVV), totaling $53.54 Mil. This investment constitutes 28.74% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 14 purchases of IVV, at an average price of $370.29, for a total of 113,413.00 shares. In addition, there have been 8 sales at an average price of $371.13 for 27,184.00 shares. Based on historical transaction data and IVV's current price of $638.29, Beaumont Asset Management, L.L.C.'s estimated gain on his IVV holdings is $23.13 Mil, reflecting a 55.08% gain to date.

Beaumont Asset Management, L.L.C. IVV ($638.29) Holding Chart

Beaumont Asset Management, L.L.C. IVV ($638.29) 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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