Number of Shares
18,468.00
Current Holdings Value*
$10.38 Mil
% of Portfolio
2.07%
Total Estimate Gain
$7.00 Mil
% of Total Estimate Gain
60.61%

Armbruster Capital Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Armbruster Capital Management, Inc. held 18,468.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.38 Mil. This investment constitutes 2.07% of their stock portfolio, and Armbruster Capital Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Armbruster Capital Management, Inc. has made 9 purchases of IVV, at an average price of $332.29, for a total of 34,735.00 shares. In addition, there have been 17 sales at an average price of $423.56 for 16,267.00 shares. Based on historical transaction data and IVV's current price of $630.67, Armbruster Capital Management, Inc.'s estimated gain on his IVV holdings is $7.00 Mil, reflecting a 60.61% gain to date.

Armbruster Capital Management, Inc. IVV ($630.67) Holding Chart

Armbruster Capital Management, 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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