Number of Shares
6,312.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
0.53%
Total Estimate Gain
$281,941.28
% of Total Estimate Gain
3.83%

Wealth Management Nebraska's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Wealth Management Nebraska held 6,312.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.90 Mil. This investment constitutes 0.53% of their stock portfolio, and Wealth Management Nebraska now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then Wealth Management Nebraska has made 1 purchases of IVV, at an average price of $591.73, for a total of 12,454.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 6,142.00 shares. Based on historical transaction data and IVV's current price of $637.58, Wealth Management Nebraska's estimated gain on his IVV holdings is $281,941.28, reflecting a 3.83% gain to date.

Wealth Management Nebraska IVV ($637.58) Holding Chart

Wealth Management Nebraska IVV ($637.58) 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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