CBM Financial, LLC IVV Holdings History
Number of Shares
54,129.00
Current Holdings Value*
$32.11 Mil
% of Portfolio
26.11%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
6.30%
CBM Financial, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 54,129.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.11 Mil. This investment constitutes 26.11% of their stock portfolio, and CBM Financial, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $627.74, CBM Financial, LLC's estimated gain on his IVV holdings is $2.02 Mil, reflecting a 6.30% gain to date.
CBM Financial, LLC IVV ($627.74) Holding Chart
CBM Financial, LLC IVV ($627.74) 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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