Number of Shares
91,153.00
Current Holdings Value*
$57.26 Mil
% of Portfolio
10.27%
Total Estimate Gain
$17.93 Mil
% of Total Estimate Gain
44.62%

FINANCIAL MANAGEMENT NETWORK INC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 91,153.00 shares of iShares Core S&P 500 ETF(IVV), totaling $57.26 Mil. This investment constitutes 10.27% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then FINANCIAL MANAGEMENT NETWORK INC has made 16 purchases of IVV, at an average price of $435.36, for a total of 92,291.00 shares. In addition, there have been 3 sales at an average price of $460.31 for 1,138.00 shares. Based on historical transaction data and IVV's current price of $631.74, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his IVV holdings is $17.93 Mil, reflecting a 44.62% gain to date.

FINANCIAL MANAGEMENT NETWORK INC IVV ($631.74) Holding Chart

FINANCIAL MANAGEMENT NETWORK INC IVV ($631.74) 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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