New Century Financial Group, LLC IVV Holdings History
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 $637.58, New Century Financial Group, LLC's estimated gain on his IVV holdings is $1.50 Mil, reflecting a 15.36% gain to date.
New Century Financial Group, LLC IVV ($637.58) Holding Chart
New Century Financial Group, LLC IVV ($637.58) 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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