Number of Shares
14,202.00
Current Holdings Value*
$7.98 Mil
% of Portfolio
4.93%
Total Estimate Gain
$5.92 Mil
% of Total Estimate Gain
24.38%

4Thought Financial Group Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, 4Thought Financial Group Inc. held 14,202.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.98 Mil. This investment constitutes 4.93% of their stock portfolio, and 4Thought Financial Group Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q1. And since then 4Thought Financial Group Inc. has made 7 purchases of IVV, at an average price of $422.57, for a total of 57,497.00 shares. In addition, there have been 9 sales at an average price of $491.10 for 43,295.00 shares. Based on historical transaction data and IVV's current price of $630.67, 4Thought Financial Group Inc.'s estimated gain on his IVV holdings is $5.92 Mil, reflecting a 24.38% gain to date.

4Thought Financial Group Inc. IVV ($630.67) Holding Chart

4Thought Financial Group 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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