Number of Shares
58,585.00
Current Holdings Value*
$11.45 Mil
% of Portfolio
3.3%
Total Estimate Gain
$5.36 Mil
% of Total Estimate Gain
45.10%

Prosperity Planning, Inc.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-06-30, Prosperity Planning, Inc. held 58,585.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.45 Mil. This investment constitutes 3.3% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 10 purchases of IVE, at an average price of $135.80, for a total of 87,569.00 shares. In addition, there have been 5 sales at an average price of $191.18 for 28,984.00 shares. Based on historical transaction data and IVE's current price of $199.94, Prosperity Planning, Inc.'s estimated gain on his IVE holdings is $5.36 Mil, reflecting a 45.10% gain to date.

Prosperity Planning, Inc. IVE ($199.94) Holding Chart

Prosperity Planning, Inc. IVE ($199.94) 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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