Number of Shares
77,711.00
Current Holdings Value*
$43.67 Mil
% of Portfolio
19.75%
Total Estimate Gain
$15.38 Mil
% of Total Estimate Gain
36.66%

SPRENG CAPITAL MANAGEMENT, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, SPRENG CAPITAL MANAGEMENT, INC. held 77,711.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.67 Mil. This investment constitutes 19.75% of their stock portfolio, and SPRENG CAPITAL MANAGEMENT, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then SPRENG CAPITAL MANAGEMENT, INC. has made 13 purchases of IVV, at an average price of $439.12, for a total of 95,529.00 shares. In addition, there have been 7 sales at an average price of $466.72 for 17,818.00 shares. Based on historical transaction data and IVV's current price of $630.67, SPRENG CAPITAL MANAGEMENT, INC.'s estimated gain on his IVV holdings is $15.38 Mil, reflecting a 36.66% gain to date.

SPRENG CAPITAL MANAGEMENT, INC. IVV ($630.67) Holding Chart

SPRENG CAPITAL MANAGEMENT, INC. IVV ($630.67) 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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