Number of Shares
25,933.00
Current Holdings Value*
$16.10 Mil
% of Portfolio
5.28%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
26.82%

Congress Park Capital LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Congress Park Capital LLC held 25,933.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.10 Mil. This investment constitutes 5.28% of their stock portfolio, and Congress Park Capital LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Congress Park Capital LLC has made 24 purchases of IVV, at an average price of $457.23, for a total of 33,684.00 shares. In addition, there have been 5 sales at an average price of $384.65 for 7,751.00 shares. Based on historical transaction data and IVV's current price of $638.22, Congress Park Capital LLC's estimated gain on his IVV holdings is $4.13 Mil, reflecting a 26.82% gain to date.

Congress Park Capital LLC IVV ($638.22) Holding Chart

Congress Park Capital LLC IVV ($638.22) 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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