Number of Shares
50,992.00
Current Holdings Value*
$28.65 Mil
% of Portfolio
5.36%
Total Estimate Gain
$13.50 Mil
% of Total Estimate Gain
55.94%

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

As of 2025-03-31, Elk River Wealth Management, LLC held 50,992.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.65 Mil. This investment constitutes 5.36% of their stock portfolio, and Elk River Wealth Management, 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 Elk River Wealth Management, LLC has made 15 purchases of IVV, at an average price of $389.24, for a total of 61,976.00 shares. In addition, there have been 2 sales at an average price of $508.63 for 10,984.00 shares. Based on historical transaction data and IVV's current price of $628.17, Elk River Wealth Management, LLC's estimated gain on his IVV holdings is $13.50 Mil, reflecting a 55.94% gain to date.

Elk River Wealth Management, LLC IVV ($628.17) Holding Chart

Elk River 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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