Number of Shares
120,866.00
Current Holdings Value*
$67.94 Mil
% of Portfolio
24.77%
Total Estimate Gain
$16.46 Mil
% of Total Estimate Gain
28.78%

PROATHLETE WEALTH MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, PROATHLETE WEALTH MANAGEMENT LLC held 120,866.00 shares of iShares Core S&P 500 ETF(IVV), totaling $67.94 Mil. This investment constitutes 24.77% of their stock portfolio, and PROATHLETE WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then PROATHLETE WEALTH MANAGEMENT LLC has made 5 purchases of IVV, at an average price of $473.29, for a total of 120,866.00 shares. Based on historical transaction data and IVV's current price of $609.51, PROATHLETE WEALTH MANAGEMENT LLC's estimated gain on his IVV holdings is $16.46 Mil, reflecting a 28.78% gain to date.

PROATHLETE WEALTH MANAGEMENT LLC IVV ($609.51) Holding Chart

PROATHLETE WEALTH MANAGEMENT LLC IVV ($609.51) 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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