Number of Shares
37,399.00
Current Holdings Value*
$21.01 Mil
% of Portfolio
25.69%
Total Estimate Gain
$6.90 Mil
% of Total Estimate Gain
35.13%

PRAIRIEVIEW WEALTH PARTNERS, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, PRAIRIEVIEW WEALTH PARTNERS, LLC held 37,399.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.01 Mil. This investment constitutes 25.69% of their stock portfolio, and PRAIRIEVIEW WEALTH PARTNERS, 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 PRAIRIEVIEW WEALTH PARTNERS, LLC has made 3 purchases of IVV, at an average price of $458.29, for a total of 42,885.00 shares. In addition, there have been 2 sales at an average price of $558.66 for 5,486.00 shares. Based on historical transaction data and IVV's current price of $628.17, PRAIRIEVIEW WEALTH PARTNERS, LLC's estimated gain on his IVV holdings is $6.90 Mil, reflecting a 35.13% gain to date.

PRAIRIEVIEW WEALTH PARTNERS, LLC IVV ($628.17) Holding Chart

PRAIRIEVIEW WEALTH PARTNERS, 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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