Navigoe, LLC IVV Holdings History

Number of Shares
5,475.00
Current Holdings Value*
$3.08 Mil
% of Portfolio
2.67%
Total Estimate Gain
$206,074.98
% of Total Estimate Gain
6.37%

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

As of 2025-03-31, Navigoe, LLC held 5,475.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.08 Mil. This investment constitutes 2.67% of their stock portfolio, and Navigoe, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then Navigoe, LLC has made 1 purchases of IVV, at an average price of $590.53, for a total of 5,475.00 shares. Based on historical transaction data and IVV's current price of $628.17, Navigoe, LLC's estimated gain on his IVV holdings is $206,074.98, reflecting a 6.37% gain to date.

Navigoe, LLC IVV ($628.17) Holding Chart

Navigoe, 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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