Number of Shares
16,156.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
6.9%
Total Estimate Gain
$580,901.20
% of Total Estimate Gain
6.07%

DecisionMap Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, DecisionMap Wealth Management, LLC held 16,156.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.08 Mil. This investment constitutes 6.9% of their stock portfolio, and DecisionMap Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then DecisionMap Wealth Management, LLC has made 1 purchases of IVV, at an average price of $592.21, for a total of 16,156.00 shares. Based on historical transaction data and IVV's current price of $628.17, DecisionMap Wealth Management, LLC's estimated gain on his IVV holdings is $580,901.20, reflecting a 6.07% gain to date.

DecisionMap Wealth Management, LLC IVV ($628.17) Holding Chart

DecisionMap Wealth Management, LLC IVV ($628.17) 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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