DeDora Capital, Inc. IVV Holdings History

Number of Shares
34,582.00
Current Holdings Value*
$19.43 Mil
% of Portfolio
5.6%
Total Estimate Gain
$12.53 Mil
% of Total Estimate Gain
36.26%

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

As of 2025-03-31, DeDora Capital, Inc. held 34,582.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.43 Mil. This investment constitutes 5.6% of their stock portfolio, and DeDora Capital, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q3. And since then DeDora Capital, Inc. has made 14 purchases of IVV, at an average price of $382.48, for a total of 90,371.00 shares. In addition, there have been 9 sales at an average price of $449.18 for 55,789.00 shares. Based on historical transaction data and IVV's current price of $637.33, DeDora Capital, Inc.'s estimated gain on his IVV holdings is $12.53 Mil, reflecting a 36.26% gain to date.

DeDora Capital, Inc. IVV ($637.33) Holding Chart

DeDora Capital, Inc. IVV ($637.33) 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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