Number of Shares
12,555.00
Current Holdings Value*
$7.05 Mil
% of Portfolio
5.99%
Total Estimate Gain
$17.05 Mil
% of Total Estimate Gain
13.92%

University of Wisconsin Foundation's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, University of Wisconsin Foundation held 12,555.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.05 Mil. This investment constitutes 5.99% of their stock portfolio, and University of Wisconsin Foundation now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q1. And since then University of Wisconsin Foundation has made 5 purchases of IVV, at an average price of $418.84, for a total of 292,451.00 shares. In addition, there have been 4 sales at an average price of $470.25 for 279,896.00 shares. Based on historical transaction data and IVV's current price of $630.67, University of Wisconsin Foundation's estimated gain on his IVV holdings is $17.05 Mil, reflecting a 13.92% gain to date.

University of Wisconsin Foundation IVV ($630.67) Holding Chart

University of Wisconsin Foundation 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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