Number of Shares
70,037.00
Current Holdings Value*
$43.49 Mil
% of Portfolio
27.42%
Total Estimate Gain
$17.73 Mil
% of Total Estimate Gain
55.46%

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 70,037.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.49 Mil. This investment constitutes 27.42% of their stock portfolio, and PPS&V ASSET MANAGEMENT CONSULTANTS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has made 3 purchases of IVV, at an average price of $391.75, for a total of 81,630.00 shares. In addition, there have been 8 sales at an average price of $476.61 for 11,593.00 shares. Based on historical transaction data and IVV's current price of $630.93, PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s estimated gain on his IVV holdings is $17.73 Mil, reflecting a 55.46% gain to date.

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. IVV ($630.93) Holding Chart

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. IVV ($630.93) 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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