Number of Shares
34,930.00
Current Holdings Value*
$21.69 Mil
% of Portfolio
12.18%
Total Estimate Gain
$9.50 Mil
% of Total Estimate Gain
53.24%

HILLTOP WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 34,930.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.69 Mil. This investment constitutes 12.18% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 5 purchases of IVV, at an average price of $388.28, for a total of 45,940.00 shares. In addition, there have been 11 sales at an average price of $478.54 for 11,010.00 shares. Based on historical transaction data and IVV's current price of $631.74, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $9.50 Mil, reflecting a 53.24% gain to date.

HILLTOP WEALTH ADVISORS, LLC IVV ($631.74) Holding Chart

HILLTOP WEALTH ADVISORS, LLC 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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