Number of Shares
34,443.00
Current Holdings Value*
$21.39 Mil
% of Portfolio
3.22%
Total Estimate Gain
$7.57 Mil
% of Total Estimate Gain
36.52%

ARVEST INVESTMENTS, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, ARVEST INVESTMENTS, INC. held 34,443.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.39 Mil. This investment constitutes 3.22% of their stock portfolio, and ARVEST INVESTMENTS, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then ARVEST INVESTMENTS, INC. has made 1 purchases of IVV, at an average price of $449.16, for a total of 46,158.00 shares. In addition, there have been 5 sales at an average price of $541.53 for 11,715.00 shares. Based on historical transaction data and IVV's current price of $637.58, ARVEST INVESTMENTS, INC.'s estimated gain on his IVV holdings is $7.57 Mil, reflecting a 36.52% gain to date.

ARVEST INVESTMENTS, INC. IVV ($637.58) Holding Chart

ARVEST INVESTMENTS, INC. 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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