Number of Shares
27,789.00
Current Holdings Value*
$15.61 Mil
% of Portfolio
3.67%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
30.11%

Apollon Financial, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Apollon Financial, LLC held 27,789.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.61 Mil. This investment constitutes 3.67% of their stock portfolio, and Apollon Financial, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then Apollon Financial, LLC has made 5 purchases of IVV, at an average price of $484.73, for a total of 27,789.00 shares. Based on historical transaction data and IVV's current price of $630.67, Apollon Financial, LLC's estimated gain on his IVV holdings is $4.06 Mil, reflecting a 30.11% gain to date.

Apollon Financial, LLC IVV ($630.67) Holding Chart

Apollon Financial, 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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