Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$26.97 Mil
% of Total Estimate Gain
49.96%

Divergent Planning, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Divergent Planning, LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then Divergent Planning, LLC has made 14 purchases of IVV, at an average price of $381.05, for a total of 141,662.00 shares. In addition, there have been 3 sales at an average price of $571.42 for 141,662.00 shares. Based on historical transaction data and IVV's current price of $630.67, Divergent Planning, LLC's estimated gain on his IVV holdings is $26.97 Mil, reflecting a 49.96% gain to date.

Divergent Planning, LLC IVV ($630.67) Holding Chart

Divergent Planning, LLC IVV ($630.67) 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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