Elite Financial, Inc. IVV Holdings History

Number of Shares
1,261.00
Current Holdings Value*
$710,000.00
% of Portfolio
0.38%
Total Estimate Gain
$-4,866.39
% of Total Estimate Gain
-0.03%

Elite Financial, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Elite Financial, Inc. held 1,261.00 shares of iShares Core S&P 500 ETF(IVV), totaling $710,000.00. This investment constitutes 0.38% of their stock portfolio, and Elite Financial, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 27,910.00 shares. Based on historical transaction data and IVV's current price of $626.44, Elite Financial, Inc.'s estimated gain on his IVV holdings is $-4,866.39, reflecting a -0.03% gain to date.

Elite Financial, Inc. IVV ($626.44) Holding Chart

Elite Financial, Inc. IVV ($626.44) 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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