CKW FINANCIAL GROUP IVV Holdings History

Number of Shares
671,159.00
Current Holdings Value*
$378.39 Mil
% of Portfolio
47.28%
Total Estimate Gain
$310.01 Mil
% of Total Estimate Gain
117.99%

CKW FINANCIAL GROUP's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, CKW FINANCIAL GROUP held 671,159.00 shares of iShares Core S&P 500 ETF(IVV), totaling $378.39 Mil. This investment constitutes 47.28% of their stock portfolio, and CKW FINANCIAL GROUP now holds 0.07% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then CKW FINANCIAL GROUP has made 21 purchases of IVV, at an average price of $239.79, for a total of 1.10 Mil shares. In addition, there have been 15 sales at an average price of $341.14 for 424,546.00 shares. Based on historical transaction data and IVV's current price of $637.58, CKW FINANCIAL GROUP's estimated gain on his IVV holdings is $310.01 Mil, reflecting a 117.99% gain to date.

CKW FINANCIAL GROUP IVV ($637.58) Holding Chart

CKW FINANCIAL GROUP 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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