Number of Shares
6,547.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
2.37%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
31.06%

CoreFirst Bank & Trust's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, CoreFirst Bank & Trust held 6,547.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.68 Mil. This investment constitutes 2.37% of their stock portfolio, and CoreFirst Bank & Trust now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then CoreFirst Bank & Trust has made 8 purchases of IVV, at an average price of $466.31, for a total of 7,407.00 shares. In addition, there have been 2 sales at an average price of $562.94 for 860.00 shares. Based on historical transaction data and IVV's current price of $617.46, CoreFirst Bank & Trust's estimated gain on his IVV holdings is $1.07 Mil, reflecting a 31.06% gain to date.

CoreFirst Bank & Trust IVV ($617.46) Holding Chart

CoreFirst Bank & Trust IVV ($617.46) 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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