KerberRose Wealth Management, LLC IVV Holdings History
Number of Shares
18,541.00
Current Holdings Value*
$7.03 Mil
% of Portfolio
5.73%
Total Estimate Gain
$3.99 Mil
% of Total Estimate Gain
52.41%
KerberRose Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 18,541.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.03 Mil. This investment constitutes 5.73% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and IVV's current price of $626.44, KerberRose Wealth Management, LLC's estimated gain on his IVV holdings is $3.99 Mil, reflecting a 52.41% gain to date.
KerberRose Wealth Management, LLC IVV ($626.44) Holding Chart
KerberRose Wealth Management, LLC IVV ($626.44) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers