Number of Shares
81,526.00
Current Holdings Value*
$50.62 Mil
% of Portfolio
17.15%
Total Estimate Gain
$18.09 Mil
% of Total Estimate Gain
41.16%

COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 81,526.00 shares of iShares Core S&P 500 ETF(IVV), totaling $50.62 Mil. This investment constitutes 17.15% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 17 purchases of IVV, at an average price of $436.33, for a total of 100,724.00 shares. In addition, there have been 2 sales at an average price of $548.69 for 19,198.00 shares. Based on historical transaction data and IVV's current price of $631.74, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his IVV holdings is $18.09 Mil, reflecting a 41.16% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC IVV ($631.74) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC 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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