Affinity Capital Advisors, LLC IVV Holdings History
Affinity Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 91,550.00 shares of iShares Core S&P 500 ETF(IVV), totaling $56.84 Mil. This investment constitutes 9.78% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Affinity Capital Advisors, LLC has made 9 purchases of IVV, at an average price of $478.05, for a total of 91,550.00 shares. Based on historical transaction data and IVV's current price of $630.67, Affinity Capital Advisors, LLC's estimated gain on his IVV holdings is $13.97 Mil, reflecting a 31.93% gain to date.
Affinity Capital Advisors, LLC IVV ($630.67) Holding Chart
Affinity Capital Advisors, LLC 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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