Number of Shares
7,646.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
5.57%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
15.18%

New Century Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, New Century Financial Group, LLC held 7,646.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.75 Mil. This investment constitutes 5.57% of their stock portfolio, and New Century Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then New Century Financial Group, LLC has made 4 purchases of IVV, at an average price of $528.99, for a total of 18,478.00 shares. In addition, there have been 2 sales at an average price of $590.92 for 10,832.00 shares. Based on historical transaction data and IVV's current price of $635.32, New Century Financial Group, LLC's estimated gain on his IVV holdings is $1.48 Mil, reflecting a 15.18% gain to date.

New Century Financial Group, LLC IVV ($635.32) Holding Chart

New Century Financial Group, LLC IVV ($635.32) 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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