DecisionMap Wealth Management, LLC IVV Holdings History
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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