Cromwell Holdings LLC IVV Holdings History

Number of Shares
8,100.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
2.93%
Total Estimate Gain
$218,295.00
% of Total Estimate Gain
4.56%

Cromwell Holdings LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cromwell Holdings LLC held 8,100.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.55 Mil. This investment constitutes 2.93% of their stock portfolio, and Cromwell Holdings LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2025Q1. And since then Cromwell Holdings LLC has made 1 purchases of IVV, at an average price of $590.51, for a total of 8,100.00 shares. Based on historical transaction data and IVV's current price of $617.46, Cromwell Holdings LLC's estimated gain on his IVV holdings is $218,295.00, reflecting a 4.56% gain to date.

Cromwell Holdings LLC IVV ($617.46) Holding Chart

Cromwell Holdings LLC 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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