Number of Shares
6,967.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
0.6%
Total Estimate Gain
$558,497.68
% of Total Estimate Gain
13.41%

Consolidated Portfolio Review Corp's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Consolidated Portfolio Review Corp held 6,967.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.33 Mil. This investment constitutes 0.6% of their stock portfolio, and Consolidated Portfolio Review Corp now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q1. And since then Consolidated Portfolio Review Corp has made 4 purchases of IVV, at an average price of $549.99, for a total of 7,572.00 shares. In addition, there have been 5 sales at an average price of $480.10 for 605.00 shares. Based on historical transaction data and IVV's current price of $636.22, Consolidated Portfolio Review Corp's estimated gain on his IVV holdings is $558,497.68, reflecting a 13.41% gain to date.

Consolidated Portfolio Review Corp IVV ($636.22) Holding Chart

Consolidated Portfolio Review Corp IVV ($636.22) 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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