Anson Capital, Inc. IVE Holdings History

Number of Shares
19,927.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
3.26%
Total Estimate Gain
$365,359.76
% of Total Estimate Gain
3.15%

Anson Capital, Inc.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Anson Capital, Inc. held 19,927.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.79 Mil. This investment constitutes 3.26% of their stock portfolio, and Anson Capital, Inc. now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2021Q4. And since then Anson Capital, Inc. has made 3 purchases of IVE, at an average price of $161.19, for a total of 71,937.00 shares. In addition, there have been 7 sales at an average price of $153.77 for 52,010.00 shares. Based on historical transaction data and IVE's current price of $198.89, Anson Capital, Inc.'s estimated gain on his IVE holdings is $365,359.76, reflecting a 3.15% gain to date.

Anson Capital, Inc. IVE ($198.89) Holding Chart

Anson Capital, Inc. IVE ($198.89) 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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