Number of Shares
5,607.00
Current Holdings Value*
$3.15 Mil
% of Portfolio
0.76%
Total Estimate Gain
$33.44 Mil
% of Total Estimate Gain
13.42%

Financial Gravity Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 5,607.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.15 Mil. This investment constitutes 0.76% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Financial Gravity Asset Management, Inc. has made 10 purchases of IVV, at an average price of $443.48, for a total of 561,866.00 shares. In addition, there have been 9 sales at an average price of $501.76 for 556,259.00 shares. Based on historical transaction data and IVV's current price of $626.44, Financial Gravity Asset Management, Inc.'s estimated gain on his IVV holdings is $33.44 Mil, reflecting a 13.42% gain to date.

Financial Gravity Asset Management, Inc. IVV ($626.44) Holding Chart

Financial Gravity Asset Management, 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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