Yukon Wealth Management, Inc. IVV Holdings History
Number of Shares
34,576.00
Current Holdings Value*
$19.43 Mil
% of Portfolio
8.07%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
6.80%
Yukon Wealth Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Yukon Wealth Management, Inc. held 34,576.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.43 Mil. This investment constitutes 8.07% of their stock portfolio, and Yukon Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $630.67, Yukon Wealth Management, Inc.'s estimated gain on his IVV holdings is $1.39 Mil, reflecting a 6.80% gain to date.
Yukon Wealth Management, Inc. IVV ($630.67) Holding Chart
Yukon Wealth 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers