Number of Shares
108,112.00
Current Holdings Value*
$51.57 Mil
% of Portfolio
6.67%
Total Estimate Gain
$46.94 Mil
% of Total Estimate Gain
169.71%

Emery Howard Portfolio Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2021-12-31, Emery Howard Portfolio Management, Inc. held 108,112.00 shares of iShares Core S&P 500 ETF(IVV), totaling $51.57 Mil. This investment constitutes 6.67% of their stock portfolio, and Emery Howard Portfolio Management, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then Emery Howard Portfolio Management, Inc. has made 16 purchases of IVV, at an average price of $213.68, for a total of 129,436.00 shares. In addition, there have been 8 sales at an average price of $315.61 for 21,324.00 shares. Based on historical transaction data and IVV's current price of $627.74, Emery Howard Portfolio Management, Inc.'s estimated gain on his IVV holdings is $46.94 Mil, reflecting a 169.71% gain to date.

Emery Howard Portfolio Management, Inc. IVV ($627.74) Holding Chart

Emery Howard Portfolio Management, Inc. IVV ($627.74) 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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