Number of Shares
1,405.00
Current Holdings Value*
$789,340.00
% of Portfolio
0.91%
Total Estimate Gain
$45,925.28
% of Total Estimate Gain
2.48%

Wingate Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Wingate Wealth Advisors, Inc. held 1,405.00 shares of iShares Core S&P 500 ETF(IVV), totaling $789,340.00. This investment constitutes 0.91% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 1,726.00 shares. Based on historical transaction data and IVV's current price of $627.03, Wingate Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $45,925.28, reflecting a 2.48% gain to date.

Wingate Wealth Advisors, Inc. IVV ($627.03) Holding Chart

Wingate Wealth Advisors, Inc. IVV ($627.03) 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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