North Berkeley Wealth Management, LLC IVV Holdings History
Number of Shares
3,963.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
2.37%
Total Estimate Gain
$156,538.50
% of Total Estimate Gain
6.67%
North Berkeley Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 3,963.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.33 Mil. This investment constitutes 2.37% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IVV's current price of $631.73, North Berkeley Wealth Management, LLC's estimated gain on his IVV holdings is $156,538.50, reflecting a 6.67% gain to date.
North Berkeley Wealth Management, LLC IVV ($631.73) Holding Chart
North Berkeley Wealth Management, LLC IVV ($631.73) 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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