Financial Advisory Corp IVV Holdings History
Financial Advisory Corp's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Financial Advisory Corp held 188,440.00 shares of iShares Core S&P 500 ETF(IVV), totaling $117.00 Mil. This investment constitutes 17.95% of their stock portfolio, and Financial Advisory Corp now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Financial Advisory Corp has made 2 purchases of IVV, at an average price of $591.98, for a total of 188,440.00 shares. Based on historical transaction data and IVV's current price of $637.33, Financial Advisory Corp's estimated gain on his IVV holdings is $8.55 Mil, reflecting a 7.66% gain to date.
Financial Advisory Corp IVV ($637.33) Holding Chart
Financial Advisory Corp 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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