Number of Shares
188,440.00
Current Holdings Value*
$117.00 Mil
% of Portfolio
17.95%
Total Estimate Gain
$7.49 Mil
% of Total Estimate Gain
6.72%

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 $631.74, Financial Advisory Corp's estimated gain on his IVV holdings is $7.49 Mil, reflecting a 6.72% gain to date.

Financial Advisory Corp IVV ($631.74) Holding Chart

Financial Advisory Corp IVV ($631.74) 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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